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
$2.5B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$38.5M
3
+$36.3M
4
FDC
First Data Corporation
FDC
+$26.4M
5
CELG
Celgene Corp
CELG
+$20.4M

Top Sells

1
+$36.3M
2
+$28.5M
3
+$20.2M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
AAP icon
Advance Auto Parts
AAP
+$19M

Sector Composition

1 Consumer Discretionary 16.05%
2 Healthcare 14.38%
3 Technology 13.63%
4 Industrials 10.76%
5 Utilities 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$147K ﹤0.01%
+8,765
827
$146K ﹤0.01%
13,022
-12,526
828
$146K ﹤0.01%
2,683
-7,584
829
$143K ﹤0.01%
1,942
-4,008
830
$140K ﹤0.01%
2,095
-20,847
831
$139K ﹤0.01%
+1,241
832
$139K ﹤0.01%
11,978
-88,438
833
$138K ﹤0.01%
+12,744
834
$137K ﹤0.01%
3,842
-9,176
835
$137K ﹤0.01%
+3,513
836
$135K ﹤0.01%
+11,954
837
$135K ﹤0.01%
+1,718
838
$135K ﹤0.01%
6,406
-29,042
839
$134K ﹤0.01%
+7,287
840
$134K ﹤0.01%
+1,267
841
$133K ﹤0.01%
+3,281
842
$131K ﹤0.01%
5,915
-33,145
843
$131K ﹤0.01%
3,169
-238,127
844
$130K ﹤0.01%
+3,580
845
$129K ﹤0.01%
+2,424
846
$128K ﹤0.01%
13,045
+5,930
847
$127K ﹤0.01%
4,942
-7,572
848
$126K ﹤0.01%
4,275
-3,283
849
$126K ﹤0.01%
6,103
-18,698
850
$125K ﹤0.01%
528
+29
32 33
34
35 36