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
$2.79B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$33.1M
3
+$20.3M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
SEI
Solaris Energy Infrastructure
SEI
+$19.1M

Top Sells

1
+$341M
2
+$53.4M
3
+$47.6M
4
NBL
Noble Energy, Inc.
NBL
+$47.4M
5
NFX
Newfield Exploration
NFX
+$44.2M

Sector Composition

1 Consumer Discretionary 15.29%
2 Healthcare 13.45%
3 Technology 12.77%
4 Industrials 11.97%
5 Energy 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.69M 0.05%
+128,483
352
$1.69M 0.05%
108,409
+11,448
353
$1.68M 0.05%
+14,110
354
$1.68M 0.05%
+72,980
355
$1.68M 0.05%
111,449
+91,902
356
$1.67M 0.05%
68,537
-10,369
357
$1.65M 0.05%
+2,914
358
$1.65M 0.05%
+388,160
359
$1.64M 0.05%
+10,997
360
$1.61M 0.05%
10,923
-8,344
361
$1.59M 0.05%
41,280
+39,593
362
$1.59M 0.05%
35,540
-177,884
363
$1.55M 0.04%
26,263
-120,258
364
$1.55M 0.04%
50,256
+9,994
365
$1.55M 0.04%
30,863
+19,449
366
$1.54M 0.04%
44,969
-123,134
367
$1.54M 0.04%
8,632
-10,196
368
$1.52M 0.04%
43,051
+38,990
369
$1.5M 0.04%
171,378
-318,349
370
$1.49M 0.04%
23,188
+2,102
371
$1.49M 0.04%
+14,823
372
$1.49M 0.04%
+20,976
373
$1.49M 0.04%
149,110
+2,652
374
$1.48M 0.04%
39,083
+8,449
375
$1.45M 0.04%
+16,037
13 14
15
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