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
1051
$101K ﹤0.01%
+3,171
1052
$99K ﹤0.01%
7,342
-76,788
1053
$99K ﹤0.01%
2,394
-8,256
1054
$96K ﹤0.01%
5,774
+4,200
1055
$93K ﹤0.01%
+3,583
1056
$92K ﹤0.01%
2,390
-3,877
1057
$91K ﹤0.01%
2,920
-575
1058
$89K ﹤0.01%
3,056
-18,554
1059
$83K ﹤0.01%
+1,571
1060
$83K ﹤0.01%
4,686
-29,979
1061
$81K ﹤0.01%
8,268
-50,205
1062
$79K ﹤0.01%
+505
1063
$76K ﹤0.01%
5,154
-38,774
1064
$76K ﹤0.01%
1,340
-3,067
1065
$76K ﹤0.01%
2,986
+2,286
1066
$76K ﹤0.01%
1,883
+1,151
1067
$76K ﹤0.01%
+6,356
1068
$74K ﹤0.01%
6,515
-6,435
1069
$73K ﹤0.01%
+684
1070
$71K ﹤0.01%
+813
1071
$71K ﹤0.01%
+3,207
1072
$70K ﹤0.01%
+6,817
1073
$66K ﹤0.01%
938
-23,108
1074
$66K ﹤0.01%
4,870
+110
1075
$64K ﹤0.01%
879
-32,925
41 42
43
44 45