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
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$101M
4
MDVN
MEDIVATION, INC.
MDVN
+$84.3M
5
WTW icon
Willis Towers Watson
WTW
+$77.6M

Top Sells

1
+$86.5M
2
+$79.3M
3
+$76.3M
4
VRNT
Verint Systems
VRNT
+$48.2M
5
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M

Sector Composition

1 Industrials 19.19%
2 Consumer Discretionary 11.44%
3 Technology 10.86%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$92K ﹤0.01%
1,623
-7,117
502
$88K ﹤0.01%
7,021
-64,768
503
$80K ﹤0.01%
+5,182
504
$74K ﹤0.01%
+2,611
505
$73K ﹤0.01%
803
-4,369
506
$73K ﹤0.01%
400
-1,530
507
$71K ﹤0.01%
+999
508
$69K ﹤0.01%
+581
509
$65K ﹤0.01%
6,186
510
$64K ﹤0.01%
+1,880
511
$61K ﹤0.01%
777
-8,566
512
$56K ﹤0.01%
+2,778
513
$44K ﹤0.01%
+207
514
$43K ﹤0.01%
+955
515
$41K ﹤0.01%
674
-3,060
516
$38K ﹤0.01%
+419
517
$35K ﹤0.01%
3,938
-64,024
518
$33K ﹤0.01%
954
-34,279
519
$26K ﹤0.01%
+1,527
520
$24K ﹤0.01%
+904
521
$22K ﹤0.01%
268
-7,305
522
$20K ﹤0.01%
150
-606
523
$17K ﹤0.01%
157
-626
524
$13K ﹤0.01%
+624
525
$8K ﹤0.01%
121
-103,822
19 20
21
22 23