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
351
$574K 0.02%
13,344
-17,041
352
$571K 0.02%
+5,786
353
$565K 0.02%
7,628
-20,353
354
$563K 0.02%
5,213
+2,064
355
$559K 0.02%
+22,986
356
$554K 0.02%
5,229
+3,003
357
$536K 0.02%
4,418
+258
358
$533K 0.02%
9,608
+6,429
359
$533K 0.02%
3,976
+1,062
360
$525K 0.02%
4,575
-2,005
361
$522K 0.02%
4,597
+4,014
362
$518K 0.02%
+22,257
363
$516K 0.02%
19,227
-8,140
364
$516K 0.02%
26,906
+25,851
365
$511K 0.02%
7,713
+3,813
366
$503K 0.01%
+8,663
367
$502K 0.01%
6,627
-635
368
$500K 0.01%
+19,251
369
$490K 0.01%
25,422
-27,448
370
$484K 0.01%
8,180
+5,407
371
$484K 0.01%
20,949
+12,032
372
$480K 0.01%
86,498
+77,147
373
$480K 0.01%
+9,006
374
$477K 0.01%
+7,641
375
$468K 0.01%
+11,364
13 14
15
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