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
$3.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.9M
5
HK
Halcon Resources Corporation
HK
+$31.2M

Top Sells

1
+$87.5M
2
+$81.6M
3
+$56.1M
4
GEN icon
Gen Digital
GEN
+$52.1M
5
ANDV
Andeavor
ANDV
+$51.5M

Sector Composition

1 Industrials 14.01%
2 Consumer Discretionary 13.25%
3 Healthcare 12.13%
4 Energy 11.81%
5 Technology 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.13M 0.02%
5,992
-8,709
402
$1.13M 0.02%
+53,731
403
$1.1M 0.02%
4,982
-16,157
404
$1.07M 0.02%
826,565
-73,435
405
$1.05M 0.02%
+12,738
406
$1.05M 0.02%
7,165
+1,481
407
$1.02M 0.02%
12,095
-14,394
408
$1.01M 0.02%
7,459
+5,127
409
$1.01M 0.02%
8,265
+4,926
410
$1.01M 0.02%
26,167
-53,080
411
$959K 0.02%
23,346
-11,627
412
$929K 0.02%
14,276
+175
413
$888K 0.02%
9,697
-50,947
414
$877K 0.02%
+41,130
415
$866K 0.02%
84,690
-3,053
416
$864K 0.02%
+21,585
417
$863K 0.02%
11,906
+4,924
418
$848K 0.02%
23,457
+1,707
419
$838K 0.02%
26,251
-245,703
420
$781K 0.02%
12,583
+5,754
421
$768K 0.02%
20,307
-31,726
422
$766K 0.02%
1,126,448
-373,552
423
$765K 0.02%
+22,602
424
$758K 0.02%
+6,692
425
$743K 0.02%
10,107
-37,813
15 16
17
18 19