AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 105.2%
This Quarter Est. Return
1 Year Est. Return
+105.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.47B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$144M
3
+$106M
4
CHTR icon
Charter Communications
CHTR
+$73.2M
5
SWNC
Southwestern Energy Company
SWNC
+$61.4M

Top Sells

1
+$163M
2
+$102M
3
+$40.5M
4
HCA icon
HCA Healthcare
HCA
+$37.6M
5
MTH icon
Meritage Homes
MTH
+$32.6M

Sector Composition

1 Healthcare 10.3%
2 Financials 5.63%
3 Industrials 5.49%
4 Communication Services 5.46%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$250K ﹤0.01%
+5,409
302
$248K ﹤0.01%
+10,219
303
$248K ﹤0.01%
+2,548
304
$247K ﹤0.01%
+1,886
305
$247K ﹤0.01%
+2,690
306
$244K ﹤0.01%
+741
307
$243K ﹤0.01%
+4,224
308
$242K ﹤0.01%
+4,452
309
$242K ﹤0.01%
+3,158
310
$242K ﹤0.01%
+2,594
311
$242K ﹤0.01%
+2,863
312
$239K ﹤0.01%
+6,816
313
$238K ﹤0.01%
+11,908
314
$236K ﹤0.01%
+6,672
315
$236K ﹤0.01%
+5,356
316
$234K ﹤0.01%
+3,850
317
$231K ﹤0.01%
+4,818
318
$229K ﹤0.01%
+10,145
319
$229K ﹤0.01%
+2,575
320
$228K ﹤0.01%
+8,017
321
$225K ﹤0.01%
+4,607
322
$223K ﹤0.01%
+23,306
323
$222K ﹤0.01%
+3,718
324
$222K ﹤0.01%
+4,432
325
$219K ﹤0.01%
+7,689
11 12
13
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