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
$4.3B
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$111M
3
+$88.5M
4
NUVA
NuVasive, Inc.
NUVA
+$85.8M
5
BEAV
B/E Aerospace Inc
BEAV
+$72.2M

Top Sells

1
+$139M
2
+$89.9M
3
+$77.3M
4
CPAY icon
Corpay
CPAY
+$74.6M
5
ANDV
Andeavor
ANDV
+$55.3M

Sector Composition

1 Healthcare 10.52%
2 Industrials 8.95%
3 Communication Services 7.42%
4 Energy 7.16%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$270K 0.01%
+2,583
402
$269K 0.01%
2,462
-2,103
403
$269K 0.01%
+6,416
404
$267K 0.01%
7,397
-22,675
405
$267K 0.01%
5,076
-1,090
406
$266K 0.01%
3,867
-4,665
407
$266K 0.01%
+3,822
408
$265K 0.01%
81,463
-57,137
409
$264K 0.01%
+5,218
410
$263K 0.01%
16,124
-19,319
411
$259K 0.01%
6,318
-15,674
412
$247K 0.01%
+7,772
413
$246K 0.01%
+2,792
414
$243K 0.01%
5,257
-3,306
415
$241K 0.01%
2,182
+774
416
$235K 0.01%
25,951
-63,071
417
$231K 0.01%
+7,020
418
$229K 0.01%
3,877
-1,823
419
$226K 0.01%
6,972
-25,959
420
$226K 0.01%
5,423
-11,684
421
$225K 0.01%
+4,138
422
$223K 0.01%
+3,532
423
$222K 0.01%
8,470
-15,208
424
$221K 0.01%
5,347
+3,194
425
$220K 0.01%
4,932
-17,265
15 16
17
18 19