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
401
$180K ﹤0.01%
+243
402
$178K ﹤0.01%
10,000
403
$178K ﹤0.01%
1,650
-812
404
$177K ﹤0.01%
+14,976
405
$174K ﹤0.01%
1,639
-3,859
406
$171K ﹤0.01%
+4,820
407
$167K ﹤0.01%
3,611
-5,985
408
$167K ﹤0.01%
+5,646
409
$167K ﹤0.01%
8,084
-28,070
410
$165K ﹤0.01%
+1,673
411
$164K ﹤0.01%
868
-3,182
412
$162K ﹤0.01%
3,632
-12,391
413
$161K ﹤0.01%
+1,537
414
$158K ﹤0.01%
1,679
-3
415
$157K ﹤0.01%
4,374
-740
416
$153K ﹤0.01%
+13,340
417
$153K ﹤0.01%
5,956
+2,676
418
$151K ﹤0.01%
6,186
419
$149K ﹤0.01%
2,208
-1,669
420
$148K ﹤0.01%
1,166
-4,388
421
$148K ﹤0.01%
+3,493
422
$147K ﹤0.01%
1,228
-5,307
423
$146K ﹤0.01%
3,975
-2,562
424
$146K ﹤0.01%
7,799
+4,681
425
$145K ﹤0.01%
+8,576
15 16
17
18 19