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
476
$182K ﹤0.01%
+2,907
477
$180K ﹤0.01%
2,007
+1,580
478
$178K ﹤0.01%
+2,254
479
$177K ﹤0.01%
+1,618
480
$174K ﹤0.01%
+3,912
481
$166K ﹤0.01%
1,283
-5,144
482
$164K ﹤0.01%
1,577
-8,471
483
$163K ﹤0.01%
+4,640
484
$161K ﹤0.01%
+1,868
485
$158K ﹤0.01%
+2,315
486
$154K ﹤0.01%
3,658
+418
487
$150K ﹤0.01%
+2,739
488
$145K ﹤0.01%
+2,600
489
$142K ﹤0.01%
1,815
-50,505
490
$141K ﹤0.01%
3,627
-5,178
491
$140K ﹤0.01%
+10,435
492
$133K ﹤0.01%
+3,900
493
$133K ﹤0.01%
666
-4,809
494
$130K ﹤0.01%
+2,694
495
$126K ﹤0.01%
+3,198
496
$122K ﹤0.01%
7,077
-62,257
497
$121K ﹤0.01%
1,148
-426
498
$121K ﹤0.01%
+186
499
$121K ﹤0.01%
5,087
-37,999
500
$120K ﹤0.01%
4,890
-35,491
18 19
20
21 22