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
$4.37B
AUM Growth
+$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$74.1M
3
+$66.4M
4
FANG icon
Diamondback Energy
FANG
+$64.2M
5
BP icon
BP
BP
+$64.2M

Top Sells

1
+$44.3M
2
+$26.6M
3
+$21.9M
4
TWTR
Twitter, Inc.
TWTR
+$21.2M
5
ENDP
Endo International plc
ENDP
+$19.2M

Sector Composition

1 Energy 23.67%
2 Consumer Discretionary 12.88%
3 Industrials 11.15%
4 Healthcare 9.79%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$888K 0.02%
21,677
-15,151
577
$888K 0.02%
12,749
+10,164
578
$886K 0.02%
167,089
+124,248
579
$884K 0.02%
+7,918
580
$879K 0.02%
21,503
-10,892
581
$876K 0.02%
14,040
+11,122
582
$874K 0.02%
14,007
+5,522
583
$872K 0.02%
8,106
+545
584
$864K 0.02%
7,986
+6,588
585
$864K 0.02%
+64,794
586
$862K 0.02%
49,607
+4,872
587
$862K 0.02%
+55,415
588
$860K 0.02%
24,940
+3,235
589
$860K 0.02%
+88,702
590
$858K 0.02%
46,253
-7,453
591
$855K 0.02%
10,881
-6,244
592
$854K 0.02%
50,647
-3,480
593
$853K 0.02%
6,348
-6,169
594
$849K 0.02%
17,734
+1,835
595
$849K 0.02%
15,928
+2,759
596
$844K 0.02%
10,428
+3,605
597
$843K 0.02%
26,265
+3,960
598
$841K 0.02%
46,946
+23,503
599
$827K 0.02%
76,252
-492,099
600
$825K 0.02%
+4,507
22 23
24
25 26