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

Top Buys

1
+$208M
2
+$144M
3
+$106M
4
CHTR icon
Charter Communications
CHTR
+$73.2M
5
SWNC
Southwestern Energy Company
SWNC
+$61.4M

Top Sells

1
+$163M
2
+$102M
3
+$40.5M
4
HCA icon
HCA Healthcare
HCA
+$37.6M
5
MTH icon
Meritage Homes
MTH
+$32.6M

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
$82K ﹤0.01%
+968
427
$81K ﹤0.01%
+1,532
428
$80K ﹤0.01%
+1,302
429
$80K ﹤0.01%
+1,056
430
$80K ﹤0.01%
+751
431
$79K ﹤0.01%
+1,176
432
$78K ﹤0.01%
+726
433
$78K ﹤0.01%
+1,901
434
$78K ﹤0.01%
+1,687
435
$78K ﹤0.01%
+2,278
436
$78K ﹤0.01%
+2,155
437
$77K ﹤0.01%
+1,794
438
$77K ﹤0.01%
+1,448
439
$77K ﹤0.01%
+1,232
440
$77K ﹤0.01%
+808
441
$77K ﹤0.01%
+1,132
442
$76K ﹤0.01%
+965
443
$76K ﹤0.01%
+757
444
$76K ﹤0.01%
+1,879
445
$76K ﹤0.01%
+944
446
$76K ﹤0.01%
+1,052
447
$75K ﹤0.01%
+1,624
448
$75K ﹤0.01%
+1,247
449
$75K ﹤0.01%
+1,811
450
$75K ﹤0.01%
+1,823
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