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
326
$638K 0.02%
+17,338
327
$634K 0.02%
+7,617
328
$632K 0.02%
+11,602
329
$631K 0.02%
17,317
-11,975
330
$630K 0.02%
+11,363
331
$622K 0.02%
+3,730
332
$616K 0.02%
21,667
-6,501
333
$610K 0.02%
13,742
-2,984
334
$609K 0.02%
+65,411
335
$604K 0.02%
634
-790
336
$603K 0.02%
+15,044
337
$595K 0.02%
+37,327
338
$595K 0.02%
53,708
-1,322
339
$592K 0.02%
4,073
-1,191
340
$589K 0.02%
+33,388
341
$589K 0.02%
66,806
+51,843
342
$589K 0.02%
+14,923
343
$589K 0.02%
12,660
+12,347
344
$588K 0.02%
9,116
-1,907
345
$584K 0.02%
+10,836
346
$581K 0.02%
+46,521
347
$580K 0.02%
9,020
+8,716
348
$580K 0.02%
+17,398
349
$578K 0.02%
13,382
-6,236
350
$576K 0.02%
10,598
+3,330
12 13
14
15 16