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
$4.47B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$128M
3
+$107M
4
CHTR icon
Charter Communications
CHTR
+$65.7M
5
SWNC
Southwestern Energy Company
SWNC
+$64.8M

Top Sells

1
+$163M
2
+$88.9M
3
+$37.6M
4
EA icon
Electronic Arts
EA
+$37.1M
5
DRYS
DryShips Inc. Common Stock
DRYS
+$33.3M

Sector Composition

1 Healthcare 10.3%
2 Financials 5.63%
3 Industrials 5.49%
4 Communication Services 5.46%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$81K ﹤0.01%
+1,532
427
$80K ﹤0.01%
+1,302
428
$80K ﹤0.01%
+1,056
429
$80K ﹤0.01%
+751
430
$79K ﹤0.01%
+1,176
431
$78K ﹤0.01%
+726
432
$78K ﹤0.01%
+1,901
433
$78K ﹤0.01%
+1,687
434
$78K ﹤0.01%
+2,278
435
$78K ﹤0.01%
+2,155
436
$77K ﹤0.01%
+1,794
437
$77K ﹤0.01%
+1,448
438
$77K ﹤0.01%
+1,132
439
$77K ﹤0.01%
+1,232
440
$77K ﹤0.01%
+808
441
$76K ﹤0.01%
+757
442
$76K ﹤0.01%
+1,879
443
$76K ﹤0.01%
+944
444
$76K ﹤0.01%
+1,052
445
$76K ﹤0.01%
+965
446
$75K ﹤0.01%
+1,624
447
$75K ﹤0.01%
+1,247
448
$75K ﹤0.01%
+1,811
449
$75K ﹤0.01%
+1,823
450
$75K ﹤0.01%
+1,463
16 17
18
19 20