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
$3.09B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$89.1M
3
+$86.4M
4
SHPG
Shire pic
SHPG
+$63.8M
5
LRCX icon
Lam Research
LRCX
+$35.4M

Top Sells

1
+$90M
2
+$87.5M
3
+$85.4M
4
WTW icon
Willis Towers Watson
WTW
+$78.2M
5
AVGO icon
Broadcom
AVGO
+$75.4M

Sector Composition

1 Industrials 18.39%
2 Technology 17.92%
3 Healthcare 12.2%
4 Consumer Discretionary 10.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$173K ﹤0.01%
4,577
-19,689
477
$173K ﹤0.01%
+1,579
478
$173K ﹤0.01%
+2,919
479
$170K ﹤0.01%
+1,986
480
$163K ﹤0.01%
+3,804
481
$161K ﹤0.01%
15,656
-80,348
482
$161K ﹤0.01%
+1,402
483
$159K ﹤0.01%
2,003
-771
484
$158K ﹤0.01%
+22,864
485
$157K ﹤0.01%
+6,087
486
$155K ﹤0.01%
12,073
-34,448
487
$155K ﹤0.01%
1,683
-5,658
488
$154K ﹤0.01%
918
-3,765
489
$149K ﹤0.01%
1,259
-282
490
$149K ﹤0.01%
1,198
+1,041
491
$144K ﹤0.01%
3,872
-2,297,165
492
$141K ﹤0.01%
+947
493
$136K ﹤0.01%
1,712
-3,061
494
$136K ﹤0.01%
+1,823
495
$135K ﹤0.01%
1,842
-24,352
496
$131K ﹤0.01%
2,087
-19,387
497
$129K ﹤0.01%
2,741
-16,278
498
$129K ﹤0.01%
+2,474
499
$126K ﹤0.01%
9,325
+3,230
500
$125K ﹤0.01%
4,435
-7,449
18 19
20
21 22