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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$45K ﹤0.01%
+1,669
502
$45K ﹤0.01%
332
-520
503
$44K ﹤0.01%
457
-11,158
504
$44K ﹤0.01%
196
-185
505
$43K ﹤0.01%
575
-9,756
506
$41K ﹤0.01%
823
-3,439
507
$41K ﹤0.01%
439
-10,890
508
$40K ﹤0.01%
1,218
-2,153
509
$37K ﹤0.01%
1,050
-1,599
510
$36K ﹤0.01%
2,109
-6,827
511
$36K ﹤0.01%
834
-20,898
512
$35K ﹤0.01%
801
-3,694
513
$33K ﹤0.01%
+283
514
$31K ﹤0.01%
+712
515
$30K ﹤0.01%
+522
516
$30K ﹤0.01%
+921
517
$29K ﹤0.01%
+324
518
$29K ﹤0.01%
2,922
-53,753
519
$28K ﹤0.01%
+362
520
$23K ﹤0.01%
726
-26,084
521
$21K ﹤0.01%
1,046
-18,858
522
$20K ﹤0.01%
+207
523
$17K ﹤0.01%
191
-4,607
524
$16K ﹤0.01%
18
-362
525
$16K ﹤0.01%
+84
19 20
21
22 23