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
951
$47K ﹤0.01%
+866
952
$46K ﹤0.01%
2,591
-35,704
953
$46K ﹤0.01%
1,328
-302,274
954
$45K ﹤0.01%
813
-1,755
955
$45K ﹤0.01%
+842
956
$43K ﹤0.01%
512
-64,201
957
$43K ﹤0.01%
+584
958
$43K ﹤0.01%
969
-43,654
959
$42K ﹤0.01%
+768
960
$42K ﹤0.01%
+2,429
961
$42K ﹤0.01%
386
-6,285
962
$42K ﹤0.01%
+520
963
$41K ﹤0.01%
+873
964
$41K ﹤0.01%
42
-4,538
965
$41K ﹤0.01%
287
-200
966
$41K ﹤0.01%
+1,789
967
$40K ﹤0.01%
477
-3,708
968
$39K ﹤0.01%
3,037
-79,793
969
$39K ﹤0.01%
5,708
-89,887
970
$39K ﹤0.01%
1,780
-42,666
971
$38K ﹤0.01%
+467
972
$38K ﹤0.01%
811
+12
973
$38K ﹤0.01%
735
-28,237
974
$37K ﹤0.01%
82
-13,013
975
$36K ﹤0.01%
268
-42,937
37 38
39
40 41