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
826
$424K 0.01%
9,939
-112,863
827
$420K 0.01%
+18,278
828
$416K 0.01%
13,567
+5,901
829
$415K 0.01%
4,828
+2,058
830
$415K 0.01%
62,035
-28,833
831
$413K 0.01%
21,122
+742
832
$413K 0.01%
20,067
-35,563
833
$411K 0.01%
18,178
-19,307
834
$406K 0.01%
50,996
+50,387
835
$405K 0.01%
4,449
-977
836
$405K 0.01%
16,283
+11,570
837
$405K 0.01%
7,798
+3,649
838
$403K 0.01%
14,904
+8,184
839
$403K 0.01%
14,061
+2,090
840
$402K 0.01%
26,359
-15,940
841
$402K 0.01%
7,529
-1,146
842
$402K 0.01%
17,808
-24,710
843
$401K 0.01%
23,086
+5,790
844
$401K 0.01%
+7,117
845
$401K 0.01%
+13,721
846
$399K 0.01%
36,811
+11,633
847
$398K 0.01%
+12,853
848
$397K 0.01%
24,665
-18,008
849
$392K 0.01%
+7,475
850
$390K 0.01%
18,814
-19,561
32 33
34
35 36