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
$3.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.9M
5
HK
Halcon Resources Corporation
HK
+$31.2M

Top Sells

1
+$87.5M
2
+$81.6M
3
+$56.1M
4
GEN icon
Gen Digital
GEN
+$52.1M
5
ANDV
Andeavor
ANDV
+$51.5M

Sector Composition

1 Industrials 14.01%
2 Consumer Discretionary 13.25%
3 Healthcare 12.13%
4 Energy 11.81%
5 Technology 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.5M 0.21%
132,668
+7,484
77
$10.4M 0.21%
165,991
+140,200
78
$10.4M 0.21%
99,967
+38,195
79
$10.2M 0.21%
+256,584
80
$10M 0.2%
76,530
-3,621
81
$9.98M 0.2%
115,637
+31,723
82
$9.98M 0.2%
280,426
+137,197
83
$9.97M 0.2%
189,300
+35,280
84
$9.92M 0.2%
472,002
+120,058
85
$9.54M 0.19%
144,586
+84,537
86
$9.52M 0.19%
145,395
+69,905
87
$9.35M 0.19%
446,479
+107,985
88
$9.29M 0.19%
+506,556
89
$9.24M 0.19%
133,004
+44,556
90
$9.21M 0.19%
428,730
+70,073
91
$9.16M 0.18%
+68,017
92
$9.15M 0.18%
228,383
+24,909
93
$9.11M 0.18%
729,524
+313,616
94
$9.09M 0.18%
+71,819
95
$8.93M 0.18%
172,791
-60,274
96
$8.92M 0.18%
85,841
+26,086
97
$8.84M 0.18%
167,934
+96,710
98
$8.75M 0.18%
142,855
+58,993
99
$8.73M 0.18%
361,380
+232,182
100
$8.71M 0.18%
212,616
+190,890
2 3
4
5 6