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
451
$353K 0.01%
+5,976
452
$344K 0.01%
+3,971
453
$330K 0.01%
+3,474
454
$327K 0.01%
8,057
-47,943
455
$322K 0.01%
13,848
-105,460
456
$302K 0.01%
+487
457
$295K 0.01%
3,650
-26,045
458
$270K 0.01%
+4,051
459
$262K 0.01%
+3,674
460
$232K ﹤0.01%
+1,826
461
$214K ﹤0.01%
+3,932
462
$176K ﹤0.01%
1,905
+2
463
$172K ﹤0.01%
+6,123
464
$165K ﹤0.01%
3,549
-14,613
465
$147K ﹤0.01%
1,375
-10,797
466
$141K ﹤0.01%
3,332
-101,741
467
$132K ﹤0.01%
+3,617
468
$92K ﹤0.01%
+2,009
469
$82K ﹤0.01%
523
-11,764
470
$73K ﹤0.01%
+1,720
471
$68K ﹤0.01%
+1,672
472
$60K ﹤0.01%
599
-42,820
473
$55K ﹤0.01%
+488
474
$51K ﹤0.01%
1,292
-42,936
475
$34K ﹤0.01%
+474
17 18
19
20 21