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
626
$774K 0.01%
13,318
-132,176
627
$771K 0.01%
37,101
-28,058
628
$770K 0.01%
13,743
+11,107
629
$765K 0.01%
+3,821
630
$765K 0.01%
21,624
+3,325
631
$762K 0.01%
1,414
+404
632
$759K 0.01%
+12,452
633
$759K 0.01%
+21,795
634
$758K 0.01%
95,033
-11,822
635
$758K 0.01%
+28,499
636
$758K 0.01%
23,434
+9,803
637
$751K 0.01%
1,307
-942
638
$751K 0.01%
20,211
+10,681
639
$751K 0.01%
17,084
-1,785
640
$751K 0.01%
+30,915
641
$749K 0.01%
13,466
-7,467
642
$747K 0.01%
16,344
+12,508
643
$746K 0.01%
23,395
-5,788
644
$742K 0.01%
32,915
-11,921
645
$741K 0.01%
15,360
-8,778
646
$740K 0.01%
39,075
+14,524
647
$739K 0.01%
9,423
-772
648
$737K 0.01%
34,368
-17,857
649
$733K 0.01%
11,489
-4,752
650
$733K 0.01%
73,665
+33,258
24 25
26
27 28