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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$267K ﹤0.01%
+5,846
352
$265K ﹤0.01%
10,895
+9,403
353
$262K ﹤0.01%
7,130
-13,585
354
$262K ﹤0.01%
8,710
-31,974
355
$259K ﹤0.01%
5,704
-723
356
$259K ﹤0.01%
4,077
-23,577
357
$259K ﹤0.01%
2,466
-7,794
358
$255K ﹤0.01%
18,453
+15,148
359
$255K ﹤0.01%
2,633
-8,332
360
$254K ﹤0.01%
+5,997
361
$254K ﹤0.01%
+3,719
362
$254K ﹤0.01%
+2,280
363
$252K ﹤0.01%
+10,833
364
$249K ﹤0.01%
+8,058
365
$245K ﹤0.01%
+17,274
366
$244K ﹤0.01%
+11,046
367
$242K ﹤0.01%
5,389
-23,853
368
$241K ﹤0.01%
+7,191
369
$238K ﹤0.01%
+2,137
370
$238K ﹤0.01%
+17,098
371
$236K ﹤0.01%
8,366
-1,354
372
$235K ﹤0.01%
26,595
+644
373
$235K ﹤0.01%
1,403
-1,140
374
$233K ﹤0.01%
3,514
-8,658
375
$229K ﹤0.01%
2,927
+1,939
13 14
15
16 17