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
351
$1.74M 0.04%
36,777
+8,082
352
$1.74M 0.04%
+8,203
353
$1.72M 0.03%
8,254
+6,558
354
$1.71M 0.03%
58,624
+50,334
355
$1.71M 0.03%
16,239
+11,429
356
$1.68M 0.03%
35,884
-41,530
357
$1.65M 0.03%
33,799
+27,292
358
$1.64M 0.03%
18,073
+5,505
359
$1.6M 0.03%
+33,516
360
$1.6M 0.03%
113,252
-6,008
361
$1.59M 0.03%
18,783
-6,949
362
$1.59M 0.03%
+31,135
363
$1.58M 0.03%
+33,152
364
$1.56M 0.03%
49,459
-114,684
365
$1.55M 0.03%
7,828
+6,097
366
$1.55M 0.03%
32,276
+32,114
367
$1.54M 0.03%
46,884
-32,847
368
$1.51M 0.03%
19,968
-8,375
369
$1.5M 0.03%
18,298
+86
370
$1.5M 0.03%
+30,190
371
$1.48M 0.03%
+21,676
372
$1.48M 0.03%
22,323
-6,936
373
$1.44M 0.03%
12,199
+4,613
374
$1.41M 0.03%
+352,104
375
$1.4M 0.03%
131,490
-20,191
13 14
15
16 17