AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
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
+$188M
2
+$128M
3
+$107M
4
CHTR icon
Charter Communications
CHTR
+$65.7M
5
SWNC
Southwestern Energy Company
SWNC
+$64.8M

Top Sells

1
+$163M
2
+$88.9M
3
+$37.6M
4
EA icon
Electronic Arts
EA
+$37.1M
5
DRYS
DryShips Inc. Common Stock
DRYS
+$33.3M

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
$116K ﹤0.01%
+1,378
402
$116K ﹤0.01%
+2,014
403
$116K ﹤0.01%
+2,046
404
$113K ﹤0.01%
+6,177
405
$110K ﹤0.01%
+3,417
406
$107K ﹤0.01%
+1,880
407
$104K ﹤0.01%
+1,810
408
$104K ﹤0.01%
+2,300
409
$102K ﹤0.01%
+2,337
410
$100K ﹤0.01%
+774
411
$99K ﹤0.01%
+841
412
$98K ﹤0.01%
+3,091
413
$96K ﹤0.01%
+3,071
414
$96K ﹤0.01%
+1,088
415
$95K ﹤0.01%
+2,409
416
$93K ﹤0.01%
+2,210
417
$91K ﹤0.01%
+1,250
418
$91K ﹤0.01%
+955
419
$88K ﹤0.01%
+6,800
420
$88K ﹤0.01%
+1,569
421
$88K ﹤0.01%
+1,176
422
$88K ﹤0.01%
+1,367
423
$87K ﹤0.01%
+1,536
424
$85K ﹤0.01%
+3,781
425
$82K ﹤0.01%
+968
15 16
17
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