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
326
$219K ﹤0.01%
+5,712
327
$214K ﹤0.01%
+9,677
328
$213K ﹤0.01%
+3,473
329
$213K ﹤0.01%
+4,720
330
$209K ﹤0.01%
+1,489
331
$208K ﹤0.01%
+10,122
332
$207K ﹤0.01%
+2,577
333
$206K ﹤0.01%
+3,202
334
$206K ﹤0.01%
+11,262
335
$205K ﹤0.01%
+6,404
336
$205K ﹤0.01%
+6,478
337
$205K ﹤0.01%
+1,646
338
$200K ﹤0.01%
+1,444
339
$200K ﹤0.01%
+7,273
340
$198K ﹤0.01%
+1,145
341
$196K ﹤0.01%
+9,609
342
$196K ﹤0.01%
+9,258
343
$196K ﹤0.01%
+4,492
344
$195K ﹤0.01%
+5,787
345
$195K ﹤0.01%
+5,544
346
$193K ﹤0.01%
+3,695
347
$192K ﹤0.01%
+2,056
348
$190K ﹤0.01%
+3,466
349
$190K ﹤0.01%
+3,190
350
$190K ﹤0.01%
+4,214
12 13
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