AIM
Assured Investment Management Portfolio holdings
AUM
$79.5M
1-Year Return
105.2%
This Quarter Return
-7.91%
1 Year Return
+105.2%
3 Year Return
+53.61%
5 Year Return
+74.99%
10 Year Return
–
AUM
$4.3B
AUM Growth
-$45.4M
(-1%)
Cap. Flow
-$233M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
24.38%
Holding
798
New
181
Increased
203
Reduced
141
Closed
210
Top Buys
| 1 |
Broadcom
AVGO
|
+$110M |
| 2 |
NUVA
NuVasive, Inc.
NUVA
|
+$80.1M |
| 3 |
Biogen
BIIB
|
+$78.2M |
| 4 |
TERP
TerraForm Power, Inc
TERP
|
+$72.1M |
| 5 |
BEAV
B/E Aerospace Inc
BEAV
|
+$63.5M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
+$123M |
| 2 |
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
|
+$83.1M |
| 3 |
Corpay
CPAY
|
+$74.6M |
| 4 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$74.2M |
| 5 |
ANDV
Andeavor
ANDV
|
+$55.4M |
Sector Composition
| 1 | Healthcare | 10.52% |
| 2 | Industrials | 8.95% |
| 3 | Communication Services | 7.42% |
| 4 | Energy | 7.16% |
| 5 | Consumer Discretionary | 6.46% |
