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
$4.37B
AUM Growth
+$995M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,399
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$75M
3
+$62.7M
4
NFX
Newfield Exploration
NFX
+$62.1M
5
FANG icon
Diamondback Energy
FANG
+$60.5M

Top Sells

1
+$44.3M
2
+$30.9M
3
+$18.4M
4
BURL icon
Burlington
BURL
+$17.5M
5
GLD icon
SPDR Gold Trust
GLD
+$17.3M

Sector Composition

1 Energy 23.67%
2 Consumer Discretionary 12.88%
3 Industrials 11.27%
4 Healthcare 9.79%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$131K ﹤0.01%
3,133
-5,023
1027
$125K ﹤0.01%
1,665
-979
1028
$125K ﹤0.01%
+3,056
1029
$123K ﹤0.01%
2,031
-1,449
1030
$121K ﹤0.01%
11,314
-21,382
1031
$119K ﹤0.01%
+1,881
1032
$119K ﹤0.01%
12,958
-38,486
1033
$118K ﹤0.01%
+6,523
1034
$118K ﹤0.01%
5,794
-25,273
1035
$118K ﹤0.01%
+6,108
1036
$114K ﹤0.01%
1,448
-13,794
1037
$113K ﹤0.01%
1,511
-5,510
1038
$113K ﹤0.01%
1,329
-2,944
1039
$111K ﹤0.01%
6,267
-8,311
1040
$111K ﹤0.01%
+8,253
1041
$109K ﹤0.01%
1,862
-1,613
1042
$106K ﹤0.01%
+6,592
1043
$104K ﹤0.01%
3,487
-42,375
1044
$104K ﹤0.01%
+7,947
1045
$104K ﹤0.01%
+2,355
1046
$103K ﹤0.01%
+1,718
1047
$103K ﹤0.01%
746
-4,916
1048
$103K ﹤0.01%
2,906
-2,369
1049
$102K ﹤0.01%
+1,468
1050
$102K ﹤0.01%
+10,529
40 41
42
43 44