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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$107M
3
+$106M
4
MDVN
MEDIVATION, INC.
MDVN
+$89.6M
5
WTW icon
Willis Towers Watson
WTW
+$78.2M

Top Sells

1
+$86.5M
2
+$84.3M
3
+$79.3M
4
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M
5
VRNT
Verint Systems
VRNT
+$47M

Sector Composition

1 Industrials 19.16%
2 Consumer Discretionary 11.44%
3 Technology 10.89%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$707K 0.02%
8,740
+1,486
302
$706K 0.02%
12,469
+10,952
303
$706K 0.02%
+15,582
304
$705K 0.02%
+8,549
305
$704K 0.02%
10,879
+3,473
306
$701K 0.02%
15,172
+13,230
307
$700K 0.02%
+9,522
308
$699K 0.02%
7,630
+5,512
309
$686K 0.02%
+9,423
310
$683K 0.02%
+36,428
311
$677K 0.02%
+11,271
312
$677K 0.02%
+11,905
313
$676K 0.02%
+14,961
314
$676K 0.02%
+6,972
315
$667K 0.02%
+5,972
316
$667K 0.02%
14,418
+2,036
317
$664K 0.02%
17,925
+11,863
318
$663K 0.02%
33,404
-3,352
319
$659K 0.02%
21,290
+10,939
320
$659K 0.02%
15,643
-798
321
$654K 0.02%
12,617
+10,612
322
$649K 0.02%
+6,663
323
$643K 0.01%
51,148
+8,791
324
$643K 0.01%
+23,880
325
$641K 0.01%
10,611
+3,713
11 12
13
14 15