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
$3.37B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$18.3M
3
+$18.3M
4
LULU icon
lululemon athletica
LULU
+$17.1M
5
SFM icon
Sprouts Farmers Market
SFM
+$16M

Top Sells

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
CJ
C&J Energy Services, Inc.
CJ
+$38.3M
5
ELV icon
Elevance Health
ELV
+$16.9M

Sector Composition

1 Consumer Discretionary 15.79%
2 Industrials 13.44%
3 Technology 12.49%
4 Healthcare 11.81%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.13M 0.03%
+20,956
477
$1.13M 0.03%
+52,225
478
$1.11M 0.03%
+19,232
479
$1.11M 0.03%
+54,881
480
$1.11M 0.03%
+5,903
481
$1.1M 0.03%
+36,876
482
$1.1M 0.03%
+51,542
483
$1.1M 0.03%
+43,091
484
$1.1M 0.03%
+28,465
485
$1.09M 0.03%
+43,184
486
$1.09M 0.03%
+84,130
487
$1.09M 0.03%
17,518
+13,844
488
$1.09M 0.03%
+100,755
489
$1.08M 0.03%
+243,028
490
$1.08M 0.03%
+24,825
491
$1.08M 0.03%
+22,550
492
$1.07M 0.03%
12,108
-524
493
$1.07M 0.03%
+64,831
494
$1.06M 0.03%
+17,165
495
$1.06M 0.03%
+12,897
496
$1.06M 0.03%
+54,127
497
$1.06M 0.03%
+43,681
498
$1.05M 0.03%
+7,018
499
$1.05M 0.03%
+42,518
500
$1.05M 0.03%
+20,872
18 19
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