AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$101M
4
MDVN
MEDIVATION, INC.
MDVN
+$84.3M
5
WTW icon
Willis Towers Watson
WTW
+$77.6M

Top Sells

1
+$86.5M
2
+$79.3M
3
+$76.3M
4
VRNT
Verint Systems
VRNT
+$48.2M
5
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M

Sector Composition

1 Industrials 19.19%
2 Consumer Discretionary 11.44%
3 Technology 10.86%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$706K 0.02%
12,469
+10,952
302
$706K 0.02%
+15,582
303
$705K 0.02%
+8,549
304
$704K 0.02%
10,879
+3,473
305
$701K 0.02%
15,172
+13,230
306
$700K 0.02%
+9,522
307
$699K 0.02%
7,630
+5,512
308
$686K 0.02%
+9,423
309
$683K 0.02%
+36,428
310
$677K 0.02%
+11,271
311
$677K 0.02%
+11,905
312
$676K 0.02%
+14,961
313
$676K 0.02%
+6,972
314
$667K 0.02%
+5,972
315
$667K 0.02%
14,418
+2,036
316
$664K 0.02%
17,925
+11,863
317
$663K 0.02%
33,404
-3,352
318
$659K 0.02%
21,290
+10,939
319
$659K 0.02%
15,643
-798
320
$654K 0.02%
12,617
+10,612
321
$649K 0.02%
+6,663
322
$643K 0.02%
+23,880
323
$643K 0.02%
51,148
+8,791
324
$641K 0.02%
10,611
+3,713
325
$640K 0.02%
+5,532
11 12
13
14 15