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
$4.47B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$144M
3
+$106M
4
CHTR icon
Charter Communications
CHTR
+$73.2M
5
SWNC
Southwestern Energy Company
SWNC
+$61.4M

Top Sells

1
+$163M
2
+$102M
3
+$40.5M
4
HCA icon
HCA Healthcare
HCA
+$37.6M
5
MTH icon
Meritage Homes
MTH
+$32.6M

Sector Composition

1 Healthcare 10.3%
2 Financials 5.63%
3 Industrials 5.49%
4 Communication Services 5.46%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$163K ﹤0.01%
+2,590
377
$161K ﹤0.01%
+6,314
378
$157K ﹤0.01%
+2,142
379
$155K ﹤0.01%
+3,524
380
$154K ﹤0.01%
+1,295
381
$151K ﹤0.01%
+3,814
382
$150K ﹤0.01%
+3,113
383
$146K ﹤0.01%
+1,938
384
$145K ﹤0.01%
642,555
385
$142K ﹤0.01%
+1,064
386
$138K ﹤0.01%
+3,394
387
$137K ﹤0.01%
+2,301
388
$134K ﹤0.01%
+2,550
389
$132K ﹤0.01%
+3,879
390
$131K ﹤0.01%
+6,467
391
$130K ﹤0.01%
+4,112
392
$130K ﹤0.01%
6,603
393
$128K ﹤0.01%
+96
394
$127K ﹤0.01%
+3,558
395
$125K ﹤0.01%
+8,644
396
$124K ﹤0.01%
+1,878
397
$124K ﹤0.01%
+2,483
398
$123K ﹤0.01%
+25,575
399
$119K ﹤0.01%
+668
400
$118K ﹤0.01%
+2,756
14 15
16
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