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
$2.5B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$38.5M
3
+$36.3M
4
FDC
First Data Corporation
FDC
+$26.4M
5
CELG
Celgene Corp
CELG
+$20.4M

Top Sells

1
+$36.3M
2
+$28.5M
3
+$20.2M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
AAP icon
Advance Auto Parts
AAP
+$19M

Sector Composition

1 Consumer Discretionary 16.05%
2 Healthcare 14.38%
3 Technology 13.63%
4 Industrials 10.76%
5 Utilities 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$771K 0.01%
+1,259
427
$770K 0.01%
130,108
+94,673
428
$768K 0.01%
+7,518
429
$768K 0.01%
4,378
+3,636
430
$767K 0.01%
481
+22
431
$766K 0.01%
+200,000
432
$766K 0.01%
4,595
-35,959
433
$765K 0.01%
+30,556
434
$763K 0.01%
26,465
-18,949
435
$761K 0.01%
14,777
-159,693
436
$760K 0.01%
32,417
+30,191
437
$753K 0.01%
63,348
+27,351
438
$750K 0.01%
+6,803
439
$748K 0.01%
7,943
-34,774
440
$744K 0.01%
62,778
+44,402
441
$742K 0.01%
36,317
+26,210
442
$741K 0.01%
28,770
-66,366
443
$733K 0.01%
43,299
+12,144
444
$731K 0.01%
10,170
+3,195
445
$728K 0.01%
8,281
+1,874
446
$724K 0.01%
+37,525
447
$721K 0.01%
+12,970
448
$721K 0.01%
11,608
+5,321
449
$716K 0.01%
16,402
+11,585
450
$713K 0.01%
+5,222
16 17
18
19 20