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
401
$117K ﹤0.01%
+11,181
402
$116K ﹤0.01%
+1,378
403
$116K ﹤0.01%
+2,014
404
$116K ﹤0.01%
+2,046
405
$113K ﹤0.01%
+6,177
406
$110K ﹤0.01%
+3,417
407
$107K ﹤0.01%
+1,880
408
$104K ﹤0.01%
+1,810
409
$104K ﹤0.01%
+2,300
410
$102K ﹤0.01%
+2,337
411
$100K ﹤0.01%
+774
412
$99K ﹤0.01%
+841
413
$98K ﹤0.01%
+3,091
414
$96K ﹤0.01%
+3,071
415
$96K ﹤0.01%
+1,088
416
$95K ﹤0.01%
+2,409
417
$93K ﹤0.01%
+2,210
418
$91K ﹤0.01%
+1,250
419
$91K ﹤0.01%
+955
420
$88K ﹤0.01%
+6,800
421
$88K ﹤0.01%
+1,569
422
$88K ﹤0.01%
+1,176
423
$88K ﹤0.01%
+1,367
424
$87K ﹤0.01%
+1,536
425
$85K ﹤0.01%
+2,521
15 16
17
18 19