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
976
$35K ﹤0.01%
362
-31,187
977
$35K ﹤0.01%
1,535
-160,384
978
$34K ﹤0.01%
1,661
-12,161
979
$34K ﹤0.01%
+1,036
980
$34K ﹤0.01%
+86
981
$33K ﹤0.01%
396
-8,689
982
$33K ﹤0.01%
+452
983
$33K ﹤0.01%
3,472
-4,168
984
$33K ﹤0.01%
2,459
-41,791
985
$33K ﹤0.01%
525
-3,115
986
$32K ﹤0.01%
799
-68,244
987
$31K ﹤0.01%
684
-6,872
988
$31K ﹤0.01%
+2,358
989
$30K ﹤0.01%
358
-46,223
990
$30K ﹤0.01%
262
-489
991
$29K ﹤0.01%
+572
992
$29K ﹤0.01%
1,658
-38,906
993
$26K ﹤0.01%
+1,123
994
$25K ﹤0.01%
1,270
-781
995
$24K ﹤0.01%
+396
996
$24K ﹤0.01%
3,060
-2,324
997
$23K ﹤0.01%
182
-24,021
998
$22K ﹤0.01%
63
-11,769
999
$22K ﹤0.01%
1,099
-45,309
1000
$22K ﹤0.01%
+191
38 39
40
41 42