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
451
$119K ﹤0.01%
+5,804
452
$117K ﹤0.01%
+5,430
453
$117K ﹤0.01%
6,562
-42,461
454
$116K ﹤0.01%
2,846
-7,431
455
$116K ﹤0.01%
+3,958
456
$115K ﹤0.01%
+2,130
457
$115K ﹤0.01%
+6,646
458
$114K ﹤0.01%
1,969
+1,819
459
$114K ﹤0.01%
866
-1,186
460
$113K ﹤0.01%
1,995
-9,821
461
$112K ﹤0.01%
+2,129
462
$111K ﹤0.01%
+4,863
463
$103K ﹤0.01%
1,899
-15,943
464
$103K ﹤0.01%
12,970
-57,310
465
$102K ﹤0.01%
+2,118
466
$101K ﹤0.01%
3,564
-1,874
467
$101K ﹤0.01%
6,186
468
$100K ﹤0.01%
+1,895
469
$97K ﹤0.01%
+1,417
470
$96K ﹤0.01%
970
-19,701
471
$93K ﹤0.01%
1,918
-6,091
472
$92K ﹤0.01%
775
-1,021
473
$89K ﹤0.01%
2,118
-14,593
474
$87K ﹤0.01%
575
-3,786
475
$87K ﹤0.01%
2,750
-10,803
17 18
19
20 21