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
$3.09B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$89.1M
3
+$86.4M
4
SHPG
Shire pic
SHPG
+$63.8M
5
LRCX icon
Lam Research
LRCX
+$35.4M

Top Sells

1
+$90M
2
+$87.5M
3
+$85.4M
4
WTW icon
Willis Towers Watson
WTW
+$78.2M
5
AVGO icon
Broadcom
AVGO
+$75.4M

Sector Composition

1 Industrials 18.39%
2 Technology 17.92%
3 Healthcare 12.2%
4 Consumer Discretionary 10.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$398K 0.01%
5,032
+1,050
402
$387K 0.01%
+7,117
403
$387K 0.01%
4,476
-185
404
$378K 0.01%
+18,876
405
$375K 0.01%
2,912
-5,342
406
$374K 0.01%
13,362
-7,587
407
$371K 0.01%
3,092
-761
408
$370K 0.01%
+4,326
409
$368K 0.01%
10,032
-12,225
410
$364K 0.01%
+10,172
411
$361K 0.01%
+6,803
412
$355K 0.01%
+3,992
413
$350K 0.01%
2,966
-1,452
414
$345K 0.01%
7,946
-15,034
415
$342K 0.01%
+9,512
416
$342K 0.01%
6,844
-2,162
417
$341K 0.01%
+21,761
418
$341K 0.01%
+3,689
419
$341K 0.01%
60,637
-25,861
420
$340K 0.01%
4,849
-9,874
421
$334K 0.01%
+9,386
422
$330K 0.01%
+2,628
423
$327K 0.01%
7,674
-27,910
424
$327K 0.01%
+3,876
425
$326K 0.01%
+7,900
15 16
17
18 19