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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$229K ﹤0.01%
6,480
-8,787
377
$224K ﹤0.01%
+20,830
378
$223K ﹤0.01%
6,834
-21,675
379
$221K ﹤0.01%
7,463
-22,435
380
$220K ﹤0.01%
1,763
+1,001
381
$219K ﹤0.01%
2,799
-33,976
382
$217K ﹤0.01%
2,072
-1,416
383
$216K ﹤0.01%
2,996
+1,907
384
$210K ﹤0.01%
14,709
+6,370
385
$207K ﹤0.01%
17,625
+8,265
386
$206K ﹤0.01%
2,439
-13,802
387
$205K ﹤0.01%
3,016
+2,549
388
$204K ﹤0.01%
+13,651
389
$197K ﹤0.01%
2,722
-83,931
390
$196K ﹤0.01%
+3,258
391
$194K ﹤0.01%
1,060
-3,325
392
$194K ﹤0.01%
+14,491
393
$193K ﹤0.01%
+7,834
394
$193K ﹤0.01%
2,435
-2,503
395
$192K ﹤0.01%
11,370
-10,065
396
$191K ﹤0.01%
1,282
-762
397
$187K ﹤0.01%
+6,763
398
$185K ﹤0.01%
+1,998
399
$183K ﹤0.01%
2,115
+1,962
400
$183K ﹤0.01%
+7,247
14 15
16
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