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
351
$187K ﹤0.01%
+13,218
352
$187K ﹤0.01%
+1,132
353
$183K ﹤0.01%
6,603
354
$181K ﹤0.01%
+3,846
355
$180K ﹤0.01%
2,822
-1,593,843
356
$180K ﹤0.01%
+3,698
357
$179K ﹤0.01%
+5,098
358
$179K ﹤0.01%
+3,218
359
$177K ﹤0.01%
+2,036
360
$176K ﹤0.01%
+9,124
361
$176K ﹤0.01%
+3,974
362
$176K ﹤0.01%
+1,823
363
$175K ﹤0.01%
+2,398
364
$174K ﹤0.01%
+7,431
365
$174K ﹤0.01%
+794
366
$174K ﹤0.01%
+2,081
367
$171K ﹤0.01%
+24,415
368
$171K ﹤0.01%
+3,238
369
$170K ﹤0.01%
+1,964
370
$169K ﹤0.01%
+10,962
371
$167K ﹤0.01%
+23,800
372
$167K ﹤0.01%
+3,867
373
$167K ﹤0.01%
+2,750
374
$164K ﹤0.01%
+4,131
375
$164K ﹤0.01%
+7,688
13 14
15
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