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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$107M
3
+$106M
4
MDVN
MEDIVATION, INC.
MDVN
+$89.6M
5
WTW icon
Willis Towers Watson
WTW
+$78.2M

Top Sells

1
+$86.5M
2
+$84.3M
3
+$79.3M
4
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M
5
VRNT
Verint Systems
VRNT
+$47M

Sector Composition

1 Industrials 19.16%
2 Consumer Discretionary 11.44%
3 Technology 10.89%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.05%
31,983
+12,476
102
$2.09M 0.05%
72,009
+36,043
103
$2.07M 0.05%
46,829
+25,904
104
$2.05M 0.05%
55,115
+46,649
105
$2.04M 0.05%
83,318
+31,447
106
$2.03M 0.05%
24,091
+15,878
107
$2.02M 0.05%
41,675
+21,143
108
$2.02M 0.05%
45,779
+41,616
109
$1.97M 0.05%
156,648
+135,699
110
$1.96M 0.05%
39,595
+29,173
111
$1.95M 0.05%
97,662
+76,043
112
$1.92M 0.04%
24,620
+23,785
113
$1.9M 0.04%
40,190
+35,337
114
$1.89M 0.04%
299,485
+255,065
115
$1.88M 0.04%
49,605
+40,166
116
$1.88M 0.04%
66,563
+34,647
117
$1.87M 0.04%
29,475
+11,144
118
$1.85M 0.04%
+26,194
119
$1.85M 0.04%
31,678
+28,742
120
$1.84M 0.04%
75,036
+39,660
121
$1.83M 0.04%
33,073
+27,321
122
$1.82M 0.04%
+110,182
123
$1.82M 0.04%
11,986
+4,839
124
$1.81M 0.04%
75,574
+56,733
125
$1.79M 0.04%
23,274
+20,966
3 4
5
6 7