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
1051
$23K ﹤0.01%
1,458
-17,882
1052
$23K ﹤0.01%
221
-3,406
1053
$21K ﹤0.01%
1,330
-28,107
1054
$20K ﹤0.01%
1,714
-9,178
1055
$19K ﹤0.01%
1,657
-22,499
1056
$17K ﹤0.01%
+1,670
1057
$16K ﹤0.01%
388
-1,231
1058
$16K ﹤0.01%
+1,648
1059
$14K ﹤0.01%
+420
1060
$13K ﹤0.01%
+983
1061
$13K ﹤0.01%
+162
1062
$12K ﹤0.01%
+1,827
1063
$12K ﹤0.01%
101
-3,141
1064
$11K ﹤0.01%
1,219
-31,038
1065
$9K ﹤0.01%
+208
1066
$9K ﹤0.01%
+543
1067
$9K ﹤0.01%
3,250
-103,860
1068
$8K ﹤0.01%
1,153
-26,729
1069
$8K ﹤0.01%
+131
1070
$8K ﹤0.01%
+1,357
1071
$7K ﹤0.01%
108
-1,211
1072
$7K ﹤0.01%
167
-22,162
1073
$6K ﹤0.01%
+109
1074
$6K ﹤0.01%
+3,642
1075
$6K ﹤0.01%
84
-6,951
41 42
43
44 45