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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$101M
4
MDVN
MEDIVATION, INC.
MDVN
+$84.3M
5
WTW icon
Willis Towers Watson
WTW
+$77.6M

Top Sells

1
+$86.5M
2
+$79.3M
3
+$76.3M
4
VRNT
Verint Systems
VRNT
+$48.2M
5
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M

Sector Composition

1 Industrials 19.19%
2 Consumer Discretionary 11.44%
3 Technology 10.86%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$396K 0.01%
15,778
+4,742
402
$395K 0.01%
7,678
+348
403
$391K 0.01%
+5,780
404
$380K 0.01%
2,653
-188
405
$379K 0.01%
4,028
+2,507
406
$351K 0.01%
11,755
+3,769
407
$348K 0.01%
+3,303
408
$343K 0.01%
+2,851
409
$337K 0.01%
6,892
-10,156
410
$335K 0.01%
+3,809
411
$334K 0.01%
3,831
+861
412
$332K 0.01%
3,982
+2,133
413
$331K 0.01%
+6,770
414
$326K 0.01%
+9,917
415
$326K 0.01%
8,010
-28,744
416
$323K 0.01%
+23,458
417
$322K 0.01%
2,678
-1,013
418
$322K 0.01%
5,628
+3,610
419
$321K 0.01%
9,261
+7,216
420
$320K 0.01%
4,906
+404
421
$315K 0.01%
11,884
-3,312
422
$313K 0.01%
18,399
+4,213
423
$313K 0.01%
10,185
+2,978
424
$305K 0.01%
+3,280
425
$303K 0.01%
318,855
15 16
17
18 19