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
$2.7B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$107M
3
+$97.4M
4
CHTR icon
Charter Communications
CHTR
+$55.4M
5
SWC
Stillwater Mining Co
SWC
+$50.6M

Top Sells

1
+$154M
2
+$115M
3
+$102M
4
AIG icon
American International
AIG
+$84.5M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$81.9M

Sector Composition

1 Technology 13.43%
2 Industrials 12.53%
3 Consumer Discretionary 11.16%
4 Energy 10.4%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$52K ﹤0.01%
+748
527
$52K ﹤0.01%
1,573
-11,544
528
$51K ﹤0.01%
+383
529
$47K ﹤0.01%
+890
530
$42K ﹤0.01%
526
531
$42K ﹤0.01%
+227
532
$39K ﹤0.01%
575
-5,878
533
$38K ﹤0.01%
+2,648
534
$37K ﹤0.01%
+347
535
$32K ﹤0.01%
216
-9,487
536
$31K ﹤0.01%
+1,072
537
$30K ﹤0.01%
187
-1,515
538
$27K ﹤0.01%
102
-6,673
539
$25K ﹤0.01%
+344
540
$21K ﹤0.01%
412
-21,821
541
$20K ﹤0.01%
+630
542
$14K ﹤0.01%
147
-8,707
543
$13K ﹤0.01%
227
-42,453
544
$13K ﹤0.01%
+286
545
$11K ﹤0.01%
123
-8,997
546
$10K ﹤0.01%
+202
547
$7K ﹤0.01%
100
548
– –
-15,416
549
– –
-6,765
550
– –
-176
20 21
22
23 24