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
$2.79B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$88.4M
2
+$33.1M
3
+$20.3M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
SEI
Solaris Energy Infrastructure
SEI
+$19.1M

Top Sells

1
+$341M
2
+$53.4M
3
+$47.6M
4
NBL
Noble Energy, Inc.
NBL
+$47.4M
5
NFX
Newfield Exploration
NFX
+$44.2M

Sector Composition

1 Consumer Discretionary 15.29%
2 Healthcare 13.45%
3 Technology 12.77%
4 Industrials 11.97%
5 Energy 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$90K ﹤0.01%
+3,565
977
$89K ﹤0.01%
702
-838
978
$88K ﹤0.01%
+7,640
979
$87K ﹤0.01%
4,639
-12,070
980
$87K ﹤0.01%
1,419
-6,185
981
$84K ﹤0.01%
8,727
-1,484
982
$83K ﹤0.01%
+532
983
$82K ﹤0.01%
+3,394
984
$81K ﹤0.01%
7,343
+5,083
985
$81K ﹤0.01%
+2,161
986
$80K ﹤0.01%
+8,438
987
$80K ﹤0.01%
12,026
-16,220
988
$79K ﹤0.01%
+2,325
989
$79K ﹤0.01%
6,963
+251
990
$78K ﹤0.01%
+1,157
991
$78K ﹤0.01%
2,579
-1,996
992
$77K ﹤0.01%
+751
993
$77K ﹤0.01%
+5,372
994
$76K ﹤0.01%
2,757
-20,354
995
$75K ﹤0.01%
1,644
-509
996
$73K ﹤0.01%
+1,070
997
$72K ﹤0.01%
+4,100
998
$71K ﹤0.01%
+543
999
$69K ﹤0.01%
2,192
-73,298
1000
$68K ﹤0.01%
+2,424
38 39
40
41 42