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
$2.9B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$143M
3
+$115M
4
INSW icon
International Seaways
INSW
+$48M
5
SEE icon
Sealed Air
SEE
+$40.5M

Top Sells

1
+$102M
2
+$78.4M
3
+$66M
4
SHPG
Shire pic
SHPG
+$63.8M
5
BEAV
B/E Aerospace Inc
BEAV
+$59.5M

Sector Composition

1 Industrials 16.02%
2 Technology 11.95%
3 Healthcare 11.51%
4 Consumer Discretionary 9.82%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$401K 0.01%
2,989
+77
402
$396K 0.01%
14,113
-24,403
403
$391K 0.01%
+15,631
404
$388K 0.01%
+14,007
405
$387K 0.01%
+17,540
406
$387K 0.01%
2,429
-2,336
407
$382K 0.01%
2,520
-5,237
408
$381K 0.01%
11,978
-4,132
409
$379K 0.01%
3,475
-5,311
410
$379K 0.01%
4,633
-6,264
411
$376K 0.01%
+2,520
412
$374K 0.01%
5,076
-45,231
413
$373K 0.01%
4,774
-13,078
414
$373K 0.01%
4,738
-17,971
415
$372K 0.01%
+5,136
416
$372K 0.01%
+7,504
417
$361K 0.01%
13,982
+6,180
418
$359K 0.01%
7,872
-1,255
419
$355K 0.01%
5,404
-2,913
420
$354K 0.01%
4,171
-55,537
421
$351K 0.01%
9,950
+8,752
422
$347K 0.01%
3,025
-3,089
423
$346K 0.01%
+7,475
424
$344K 0.01%
4,617
-41,494
425
$330K 0.01%
1,951
+1,004
15 16
17
18 19