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
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$18.3M
3
+$18.3M
4
LULU icon
lululemon athletica
LULU
+$17.1M
5
SFM icon
Sprouts Farmers Market
SFM
+$16M

Top Sells

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
CJ
C&J Energy Services, Inc.
CJ
+$38.3M
5
ELV icon
Elevance Health
ELV
+$16.9M

Sector Composition

1 Consumer Discretionary 15.79%
2 Industrials 13.44%
3 Technology 12.49%
4 Healthcare 11.81%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$973K 0.03%
+15,551
527
$964K 0.03%
+20,013
528
$955K 0.03%
+32,001
529
$954K 0.03%
+23,866
530
$949K 0.03%
+48,547
531
$948K 0.03%
+43,249
532
$940K 0.03%
+74,874
533
$940K 0.03%
+28,975
534
$936K 0.03%
+16,241
535
$931K 0.03%
+22,649
536
$922K 0.03%
+76,193
537
$920K 0.03%
+17,348
538
$913K 0.03%
+37,095
539
$913K 0.03%
+201,464
540
$913K 0.03%
+57,414
541
$913K 0.03%
+25,767
542
$912K 0.03%
+11,851
543
$906K 0.03%
+83,507
544
$902K 0.03%
+154,904
545
$901K 0.03%
+47,727
546
$901K 0.03%
+15,047
547
$894K 0.03%
+66,494
548
$888K 0.03%
+135,154
549
$887K 0.03%
+23,877
550
$887K 0.03%
+20,149
20 21
22
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