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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$331K 0.01%
12,513
+10,531
302
$330K 0.01%
7,586
-16,891
303
$330K 0.01%
7,180
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304
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305
$328K 0.01%
2,951
+394
306
$328K 0.01%
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307
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7,995
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308
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+5,446
309
$325K 0.01%
18,069
-9,279
310
$324K 0.01%
4,027
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311
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312
$324K 0.01%
5,898
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313
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314
$320K 0.01%
37,938
-96,673
315
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316
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317
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318
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319
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-4,407
320
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3,721
-5,498
321
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322
$308K 0.01%
19,238
-6,256
323
$307K 0.01%
+82,403
324
$306K 0.01%
+2,461
325
$304K 0.01%
3,898
-4,688
11 12
13
14 15