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
26
$17.5M 0.35%
273,987
+210,680
27
$17.4M 0.35%
292,464
-646,435
28
$17.2M 0.35%
156,242
+117,557
29
$17.2M 0.35%
109,101
+40,088
30
$16.8M 0.34%
590,388
+220,631
31
$16.8M 0.34%
328,810
+123,137
32
$16.4M 0.33%
219,919
-2,633
33
$16M 0.32%
91,313
+59,619
34
$15.7M 0.32%
551,542
+297,804
35
$15.3M 0.31%
397,149
+56,599
36
$15.2M 0.31%
165,732
+145,646
37
$15M 0.3%
68,149
+15,879
38
$14.8M 0.3%
160,893
+74,903
39
$14.7M 0.3%
555,994
+262,488
40
$14.6M 0.3%
140,323
+89,247
41
$14.6M 0.29%
45,436
+6,815
42
$14.6M 0.29%
470,564
+60,468
43
$14.6M 0.29%
566,950
-3,406,730
44
$14.5M 0.29%
91,977
+16,903
45
$14.5M 0.29%
208,536
+39,324
46
$14.3M 0.29%
199,178
+65,615
47
$14.2M 0.29%
135,528
+46,691
48
$14.2M 0.29%
1,967,304
+523,406
49
$14.2M 0.29%
209,648
+53,667
50
$14M 0.28%
414,212
+161,870
1
2
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