AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$101M
4
MDVN
MEDIVATION, INC.
MDVN
+$84.3M
5
WTW icon
Willis Towers Watson
WTW
+$77.6M

Top Sells

1
+$86.5M
2
+$79.3M
3
+$76.3M
4
VRNT
Verint Systems
VRNT
+$48.2M
5
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M

Sector Composition

1 Industrials 19.19%
2 Consumer Discretionary 11.44%
3 Technology 10.86%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.08%
143,198
+100,713
77
$2.54M 0.08%
34,314
+25,010
78
$2.53M 0.07%
17,229
+12,028
79
$2.5M 0.07%
21,999
+13,155
80
$2.46M 0.07%
250,000
81
$2.45M 0.07%
+33,502
82
$2.44M 0.07%
250,000
83
$2.43M 0.07%
74,086
+64,214
84
$2.42M 0.07%
250,000
85
$2.33M 0.07%
76,739
+71,309
86
$2.32M 0.07%
53,136
+24,774
87
$2.29M 0.07%
16,305
+8,358
88
$2.29M 0.07%
21,457
+6,632
89
$2.27M 0.07%
91,749
+74,305
90
$2.27M 0.07%
65,477
+52,016
91
$2.26M 0.07%
32,744
+17,037
92
$2.22M 0.07%
+48,252
93
$2.22M 0.07%
43,213
+37,680
94
$2.21M 0.07%
81,905
+56,242
95
$2.15M 0.06%
33,343
+22,553
96
$2.14M 0.06%
18,705
+18,610
97
$2.13M 0.06%
24,733
+21,978
98
$2.1M 0.06%
19,556
+11,304
99
$2.1M 0.06%
61,284
+9,361
100
$2.09M 0.06%
31,983
+12,476
2 3
4
5 6