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
$2.9B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$143M
3
+$115M
4
INSW icon
International Seaways
INSW
+$48M
5
SEE icon
Sealed Air
SEE
+$40.5M

Top Sells

1
+$102M
2
+$78.4M
3
+$66M
4
SHPG
Shire pic
SHPG
+$63.8M
5
BEAV
B/E Aerospace Inc
BEAV
+$59.5M

Sector Composition

1 Industrials 16.02%
2 Technology 11.95%
3 Healthcare 11.51%
4 Consumer Discretionary 9.82%
5 Financials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$54K ﹤0.01%
+1,784
502
$48K ﹤0.01%
679
-3,797
503
$41K ﹤0.01%
+930
504
$40K ﹤0.01%
526
-973
505
$36K ﹤0.01%
427
-8,098
506
$35K ﹤0.01%
+912
507
$35K ﹤0.01%
+1,601
508
$33K ﹤0.01%
+2,502
509
$26K ﹤0.01%
611
-7,063
510
$25K ﹤0.01%
555
-14,958
511
$25K ﹤0.01%
+706
512
$22K ﹤0.01%
+1,050
513
$22K ﹤0.01%
+358
514
$20K ﹤0.01%
548
-7,365
515
$20K ﹤0.01%
277
-11,565
516
$18K ﹤0.01%
+145
517
$18K ﹤0.01%
463
-40,096
518
$14K ﹤0.01%
1,082
-115,407
519
$10K ﹤0.01%
176
-30,173
520
$8K ﹤0.01%
+791
521
$6K ﹤0.01%
100
522
– –
0
523
– –
0
524
– –
-86,379
525
– –
0
19 20
21
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