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
$4.3B
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$111M
3
+$88.5M
4
NUVA
NuVasive, Inc.
NUVA
+$85.8M
5
BEAV
B/E Aerospace Inc
BEAV
+$72.2M

Top Sells

1
+$139M
2
+$89.9M
3
+$77.3M
4
CPAY icon
Corpay
CPAY
+$74.6M
5
ANDV
Andeavor
ANDV
+$55.3M

Sector Composition

1 Healthcare 10.52%
2 Industrials 8.95%
3 Communication Services 7.42%
4 Energy 7.16%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$76K ﹤0.01%
+3,128
502
$72K ﹤0.01%
+381
503
$70K ﹤0.01%
+1,809
504
$69K ﹤0.01%
+784
505
$65K ﹤0.01%
1,089
-36,790
506
$59K ﹤0.01%
+343
507
$58K ﹤0.01%
+351
508
$57K ﹤0.01%
1,982
-4,695
509
$55K ﹤0.01%
+575
510
$55K ﹤0.01%
755
-5,755
511
$52K ﹤0.01%
+3,305
512
$46K ﹤0.01%
3,118
-38,998
513
$40K ﹤0.01%
+1,492
514
$33K ﹤0.01%
+220
515
$31K ﹤0.01%
467
-815
516
$30K ﹤0.01%
669
-2,209
517
$30K ﹤0.01%
3,470
-15,725
518
$29K ﹤0.01%
1,020
-1,944
519
$27K ﹤0.01%
+1,605
520
$26K ﹤0.01%
813
-19,073
521
$25K ﹤0.01%
+173
522
$18K ﹤0.01%
+364
523
$17K ﹤0.01%
270
-10,629
524
$16K ﹤0.01%
414
-4,762
525
$11K ﹤0.01%
+153
19 20
21
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