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
$2.7B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$107M
3
+$97.4M
4
CHTR icon
Charter Communications
CHTR
+$55.4M
5
SWC
Stillwater Mining Co
SWC
+$50.6M

Top Sells

1
+$154M
2
+$115M
3
+$102M
4
AIG icon
American International
AIG
+$84.5M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$81.9M

Sector Composition

1 Technology 13.43%
2 Industrials 12.53%
3 Consumer Discretionary 11.16%
4 Energy 10.4%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$267K 0.01%
2,252
+639
452
$266K 0.01%
255,679
453
$260K 0.01%
3,679
-10,489
454
$260K 0.01%
+4,050
455
$254K 0.01%
+5,697
456
$251K 0.01%
+8,477
457
$243K ﹤0.01%
5,472
+4,861
458
$237K ﹤0.01%
+5,636
459
$235K ﹤0.01%
1,424
-5,964
460
$234K ﹤0.01%
+8,901
461
$231K ﹤0.01%
20,731
-40,114
462
$218K ﹤0.01%
2,671
-17,988
463
$218K ﹤0.01%
26,720
-176,504
464
$217K ﹤0.01%
4,097
-7,032
465
$213K ﹤0.01%
+1,263
466
$212K ﹤0.01%
16,765
-12,647
467
$209K ﹤0.01%
3,610
-14,108
468
$207K ﹤0.01%
+3,315
469
$200K ﹤0.01%
+2,965
470
$199K ﹤0.01%
7,242
-49,651
471
$198K ﹤0.01%
4,227
+3,297
472
$191K ﹤0.01%
+402,831
473
$191K ﹤0.01%
1,289
-4,949
474
$189K ﹤0.01%
+4,699
475
$185K ﹤0.01%
+1,985
17 18
19
20 21