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
376
$1.4M 0.03%
22,333
-11,775
377
$1.39M 0.03%
179,459
+79,936
378
$1.39M 0.03%
24,518
+4,739
379
$1.37M 0.03%
+28,189
380
$1.36M 0.03%
25,494
-5,101
381
$1.36M 0.03%
+23,756
382
$1.35M 0.03%
22,801
+22,699
383
$1.35M 0.03%
+26,816
384
$1.34M 0.03%
50,939
-24,481
385
$1.34M 0.03%
23,222
-7,181
386
$1.31M 0.03%
12,500
-16,434
387
$1.28M 0.03%
+40,487
388
$1.26M 0.03%
+62,587
389
$1.26M 0.03%
+11,656
390
$1.25M 0.03%
+37,583
391
$1.25M 0.03%
12,632
-9,168
392
$1.23M 0.02%
8,243
+7,828
393
$1.19M 0.02%
75,530
-9,661
394
$1.18M 0.02%
18,322
-70,421
395
$1.18M 0.02%
39,562
-21,618
396
$1.18M 0.02%
7,159
-6,960
397
$1.14M 0.02%
12,711
+8,995
398
$1.14M 0.02%
13,364
-69,928
399
$1.14M 0.02%
18,719
-647
400
$1.13M 0.02%
+15,544
14 15
16
17 18