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
$3.09B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$89.1M
3
+$86.4M
4
SHPG
Shire pic
SHPG
+$63.8M
5
LRCX icon
Lam Research
LRCX
+$35.4M

Top Sells

1
+$90M
2
+$87.5M
3
+$85.4M
4
WTW icon
Willis Towers Watson
WTW
+$78.2M
5
AVGO icon
Broadcom
AVGO
+$75.4M

Sector Composition

1 Industrials 18.39%
2 Technology 17.92%
3 Healthcare 12.2%
4 Consumer Discretionary 10.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$122K ﹤0.01%
1,499
-3,407
502
$120K ﹤0.01%
2,652
+2,542
503
$119K ﹤0.01%
4,423
-14,828
504
$119K ﹤0.01%
+3,183
505
$118K ﹤0.01%
1,810
-14,442
506
$116K ﹤0.01%
747
-6,544
507
$113K ﹤0.01%
+1,232
508
$112K ﹤0.01%
+4,713
509
$105K ﹤0.01%
1,807
-18,153
510
$98K ﹤0.01%
+2,141
511
$96K ﹤0.01%
+1,367
512
$90K ﹤0.01%
+2,689
513
$86K ﹤0.01%
6,186
514
$85K ﹤0.01%
+3,486
515
$84K ﹤0.01%
658
-311
516
$84K ﹤0.01%
+1,213
517
$84K ﹤0.01%
+2,155
518
$74K ﹤0.01%
1,067
-9,769
519
$72K ﹤0.01%
415
-2,238
520
$67K ﹤0.01%
+812
521
$65K ﹤0.01%
1,326
-15,536
522
$64K ﹤0.01%
1,663
-6,850
523
$59K ﹤0.01%
+1,083
524
$59K ﹤0.01%
+1,952
525
$57K ﹤0.01%
855
-15,574
19 20
21
22 23