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
476
$1.21M 0.03%
116,089
+15,334
477
$1.21M 0.03%
27,780
+3,956
478
$1.2M 0.03%
19,058
-1,770
479
$1.19M 0.03%
34,728
-151
480
$1.19M 0.03%
31,959
-15,051
481
$1.18M 0.03%
145,508
-39,394
482
$1.18M 0.03%
+12,052
483
$1.18M 0.03%
86,803
+35,239
484
$1.18M 0.03%
358,553
+280,336
485
$1.16M 0.03%
53,132
+39,280
486
$1.16M 0.03%
18,884
+5,709
487
$1.16M 0.03%
25,392
+5,168
488
$1.16M 0.03%
40,598
+10,736
489
$1.16M 0.03%
24,564
-6,698
490
$1.15M 0.03%
18,957
-32,670
491
$1.15M 0.03%
14,363
+6,330
492
$1.14M 0.03%
3,546
+827
493
$1.14M 0.03%
50,511
+49,960
494
$1.14M 0.03%
31,075
+6,647
495
$1.14M 0.03%
6,796
-27,888
496
$1.13M 0.03%
12,301
-643
497
$1.12M 0.03%
8,987
-15,472
498
$1.11M 0.03%
+11,874
499
$1.11M 0.03%
21,298
+19,791
500
$1.1M 0.03%
15,054
+6,563
18 19
20
21 22