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
$2.79B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$48.6M
3
+$22.4M
4
BKNG icon
Booking.com
BKNG
+$21.6M
5
AMR icon
Alpha Metallurgical Resources
AMR
+$19.5M

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 12.63%
4 Industrials 12.11%
5 Energy 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
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1177
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1178
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1179
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1180
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-42,867
1181
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-725,252
1182
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-144,537
1183
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-17,518
1184
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-855
1185
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-102,058
1186
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-8,889
1187
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-9,692
1188
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-3,192
1189
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-7,612
1190
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-3,486
1191
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-21,567
1192
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1193
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-57,198
1194
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-58,617
1195
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0
1196
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-27
1197
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-798
1198
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-23,574
1199
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-135
1200
– –
-1,491
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