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
$2.31B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$93M
2
+$88.1M
3
+$82.3M
4
C icon
Citigroup
C
+$81M
5
NRG icon
NRG Energy
NRG
+$73.3M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.1%
2 Financials 13.8%
3 Technology 10.8%
4 Energy 8.01%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$12K ﹤0.01%
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$8K ﹤0.01%
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$5K ﹤0.01%
+165
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$0 ﹤0.01%
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