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
451
$75K ﹤0.01%
+1,463
452
$75K ﹤0.01%
+5,085
453
$74K ﹤0.01%
+1,258
454
$74K ﹤0.01%
+3,932
455
$74K ﹤0.01%
+2,716
456
$74K ﹤0.01%
+903
457
$73K ﹤0.01%
+4,204
458
$73K ﹤0.01%
+1,103
459
$73K ﹤0.01%
+1,559
460
$72K ﹤0.01%
+1,022
461
$70K ﹤0.01%
+1,030
462
$68K ﹤0.01%
+1,114
463
$65K ﹤0.01%
+1,799
464
$62K ﹤0.01%
+706
465
$58K ﹤0.01%
2,106
-312,134
466
$57K ﹤0.01%
+1,342
467
$55K ﹤0.01%
+858
468
$54K ﹤0.01%
+1,353
469
$52K ﹤0.01%
+745
470
$51K ﹤0.01%
+18,868
471
$51K ﹤0.01%
+1,261
472
$50K ﹤0.01%
+1,788
473
$50K ﹤0.01%
+2,124
474
$50K ﹤0.01%
+1,252
475
$49K ﹤0.01%
+2,256
17 18
19
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