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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$107M
3
+$106M
4
MDVN
MEDIVATION, INC.
MDVN
+$89.6M
5
WTW icon
Willis Towers Watson
WTW
+$78.2M

Top Sells

1
+$86.5M
2
+$84.3M
3
+$79.3M
4
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M
5
VRNT
Verint Systems
VRNT
+$47M

Sector Composition

1 Industrials 19.16%
2 Consumer Discretionary 11.44%
3 Technology 10.89%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$576K 0.01%
10,598
+3,330
352
$574K 0.01%
13,344
-17,041
353
$571K 0.01%
+5,786
354
$565K 0.01%
7,628
-20,353
355
$563K 0.01%
5,213
+2,064
356
$559K 0.01%
+22,986
357
$554K 0.01%
5,229
+3,003
358
$536K 0.01%
4,418
+258
359
$533K 0.01%
9,608
+6,429
360
$533K 0.01%
3,976
+1,062
361
$525K 0.01%
4,575
-2,005
362
$522K 0.01%
4,597
+4,014
363
$518K 0.01%
+22,257
364
$516K 0.01%
19,227
-8,140
365
$516K 0.01%
26,906
+25,851
366
$511K 0.01%
7,713
+3,813
367
$503K 0.01%
+8,663
368
$502K 0.01%
6,627
-635
369
$500K 0.01%
+19,251
370
$490K 0.01%
25,422
-27,448
371
$484K 0.01%
8,180
+5,407
372
$484K 0.01%
20,949
+12,032
373
$480K 0.01%
+9,006
374
$480K 0.01%
86,498
+77,147
375
$477K 0.01%
+7,641
13 14
15
16 17