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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$144K ﹤0.01%
5,332
+2,740
427
$143K ﹤0.01%
+4,375
428
$143K ﹤0.01%
+2,132
429
$142K ﹤0.01%
+1,815
430
$140K ﹤0.01%
+1,410
431
$139K ﹤0.01%
2,500
-4,715
432
$139K ﹤0.01%
+1,103
433
$138K ﹤0.01%
+1,350
434
$138K ﹤0.01%
+1,543
435
$137K ﹤0.01%
6,654
+1,901
436
$137K ﹤0.01%
4,548
-384
437
$137K ﹤0.01%
3,033
-3,959
438
$135K ﹤0.01%
1,839
-6,228
439
$135K ﹤0.01%
+3,311
440
$133K ﹤0.01%
+2,187
441
$133K ﹤0.01%
+1,638
442
$132K ﹤0.01%
+2,238
443
$131K ﹤0.01%
1,844
-7,082
444
$131K ﹤0.01%
5,028
+1,900
445
$129K ﹤0.01%
+3,260
446
$126K ﹤0.01%
2,958
-47,498
447
$122K ﹤0.01%
+1,976
448
$122K ﹤0.01%
8,845
-57,577
449
$121K ﹤0.01%
+2,189
450
$119K ﹤0.01%
+3,108
16 17
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