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
$3.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.9M
5
HK
Halcon Resources Corporation
HK
+$31.2M

Top Sells

1
+$87.5M
2
+$81.6M
3
+$56.1M
4
GEN icon
Gen Digital
GEN
+$52.1M
5
ANDV
Andeavor
ANDV
+$51.5M

Sector Composition

1 Industrials 14.01%
2 Consumer Discretionary 13.25%
3 Healthcare 12.13%
4 Energy 11.81%
5 Technology 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.71M 0.05%
61,712
-35,410
302
$2.64M 0.05%
+15,314
303
$2.6M 0.05%
+50,746
304
$2.58M 0.05%
+135,580
305
$2.58M 0.05%
+10,791
306
$2.55M 0.05%
24,126
+24,106
307
$2.52M 0.05%
+34,175
308
$2.47M 0.05%
510,800
+202,640
309
$2.47M 0.05%
62,791
+36,994
310
$2.44M 0.05%
+9,575
311
$2.33M 0.05%
41,606
+1,129
312
$2.33M 0.05%
32,404
-27,593
313
$2.32M 0.05%
91,941
-71,826
314
$2.32M 0.05%
108,326
-37,425
315
$2.27M 0.05%
31,912
+1,703
316
$2.27M 0.05%
13,443
+8,827
317
$2.26M 0.05%
+51,958
318
$2.25M 0.05%
63,864
-153,056
319
$2.25M 0.05%
43,984
+21,058
320
$2.25M 0.05%
+11,825
321
$2.25M 0.05%
31,499
+19,299
322
$2.24M 0.05%
36,150
+31,311
323
$2.23M 0.05%
57,764
-73,465
324
$2.2M 0.04%
49,009
+28,395
325
$2.19M 0.04%
27,301
+21,878
11 12
13
14 15