AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$75M
3
+$62.7M
4
NFX
Newfield Exploration
NFX
+$62.1M
5
FANG icon
Diamondback Energy
FANG
+$60.5M

Top Sells

1
+$44.3M
2
+$30.9M
3
+$18.4M
4
BURL icon
Burlington
BURL
+$17.5M
5
GLD icon
SPDR Gold Trust
GLD
+$17.3M

Sector Composition

1 Energy 23.67%
2 Consumer Discretionary 12.88%
3 Industrials 11.27%
4 Healthcare 9.79%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.36M 0.03%
25,292
-3,599
452
$1.36M 0.03%
14,302
-8,198
453
$1.35M 0.03%
33,243
+20,359
454
$1.34M 0.03%
+2,241
455
$1.34M 0.03%
9,231
-42,600
456
$1.32M 0.03%
30,532
+14,672
457
$1.31M 0.03%
+86,920
458
$1.31M 0.03%
+6,885
459
$1.31M 0.03%
+16,319
460
$1.31M 0.03%
42,345
-26,485
461
$1.3M 0.03%
+45,268
462
$1.29M 0.03%
96,475
+30,346
463
$1.28M 0.03%
37,883
-15,903
464
$1.28M 0.03%
31,283
+8,905
465
$1.28M 0.03%
34,396
+5,480
466
$1.28M 0.03%
60,832
-66,786
467
$1.27M 0.03%
61,254
+23,741
468
$1.24M 0.03%
26,645
+23,438
469
$1.23M 0.03%
15,759
-5,064
470
$1.22M 0.03%
38,581
+9,354
471
$1.22M 0.03%
+40,257
472
$1.22M 0.03%
25,693
+868
473
$1.22M 0.03%
14,770
+14,711
474
$1.22M 0.03%
49,954
+20,048
475
$1.22M 0.03%
+33,903
17 18
19
20 21