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
326
$2.19M 0.04%
33,408
+16,701
327
$2.18M 0.04%
+11,704
328
$2.13M 0.04%
15,671
-25,815
329
$2.12M 0.04%
61,426
+1,833
330
$2.12M 0.04%
45,134
-9,465
331
$2.1M 0.04%
+52,478
332
$2.07M 0.04%
+14,125
333
$2.03M 0.04%
143,879
+51,679
334
$2.03M 0.04%
6,038
-166,841
335
$2.01M 0.04%
+9,471
336
$2.01M 0.04%
35,197
-19,549
337
$2.01M 0.04%
+40,643
338
$1.99M 0.04%
+411,824
339
$1.98M 0.04%
90,634
-203,584
340
$1.92M 0.04%
74,692
-34,730
341
$1.91M 0.04%
43,412
+36,267
342
$1.9M 0.04%
22,155
+7,828
343
$1.89M 0.04%
6,154
+5,770
344
$1.84M 0.04%
31,175
-38,091
345
$1.83M 0.04%
24,885
-23,813
346
$1.83M 0.04%
+27,112
347
$1.8M 0.04%
+908
348
$1.8M 0.04%
28,388
-36,597
349
$1.78M 0.04%
15,155
-17,911
350
$1.75M 0.04%
18,528
-35,630
12 13
14
15 16