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
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$18.3M
3
+$18.3M
4
LULU icon
lululemon athletica
LULU
+$17.1M
5
SFM icon
Sprouts Farmers Market
SFM
+$16M

Top Sells

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
CJ
C&J Energy Services, Inc.
CJ
+$38.3M
5
ELV icon
Elevance Health
ELV
+$16.9M

Sector Composition

1 Consumer Discretionary 15.79%
2 Industrials 13.44%
3 Technology 12.49%
4 Healthcare 11.81%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$55K ﹤0.01%
+9,141
1052
$54K ﹤0.01%
+944
1053
$54K ﹤0.01%
+3,852
1054
$54K ﹤0.01%
+3,146
1055
$54K ﹤0.01%
+936
1056
$53K ﹤0.01%
+1,414
1057
$50K ﹤0.01%
+637
1058
$47K ﹤0.01%
+3,070
1059
$44K ﹤0.01%
+220
1060
$44K ﹤0.01%
+735
1061
$42K ﹤0.01%
+551
1062
$40K ﹤0.01%
+2,196
1063
$35K ﹤0.01%
+3,345
1064
$34K ﹤0.01%
+974
1065
$33K ﹤0.01%
484
-92,796
1066
$33K ﹤0.01%
+778
1067
$30K ﹤0.01%
+414
1068
$30K ﹤0.01%
+10,278
1069
$28K ﹤0.01%
+2,567
1070
$26K ﹤0.01%
+190
1071
$26K ﹤0.01%
+732
1072
$25K ﹤0.01%
+651
1073
$25K ﹤0.01%
+665
1074
$24K ﹤0.01%
+1,574
1075
$23K ﹤0.01%
+645
41 42
43
44 45