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
426
$732K 0.01%
8,899
+8,862
427
$721K 0.01%
14,992
-28,104
428
$713K 0.01%
+13,704
429
$707K 0.01%
10,373
-32,875
430
$703K 0.01%
10,338
+7,432
431
$694K 0.01%
4,613
-12,343
432
$692K 0.01%
+61,261
433
$665K 0.01%
+5,813
434
$661K 0.01%
6,744
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435
$659K 0.01%
+7,008
436
$641K 0.01%
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-919
437
$632K 0.01%
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438
$630K 0.01%
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439
$606K 0.01%
3,430
+2,906
440
$543K 0.01%
+3,677
441
$526K 0.01%
+8,986
442
$520K 0.01%
6,098
-1,149
443
$499K 0.01%
+7,782
444
$485K 0.01%
+30,940
445
$468K 0.01%
24,625
-183,537
446
$451K 0.01%
+7,107
447
$439K 0.01%
318,168
-41,832
448
$414K 0.01%
4,855
-10,677
449
$395K 0.01%
13,290
+12,270
450
$364K 0.01%
2,898
-7,921
16 17
18
19 20