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
$2.5B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$54M
2
+$35.7M
3
+$30.7M
4
FDC
First Data Corporation
FDC
+$23.9M
5
CELG
Celgene Corp
CELG
+$18.9M

Top Sells

1
+$35.7M
2
+$29.6M
3
+$20.6M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
AAP icon
Advance Auto Parts
AAP
+$19M

Sector Composition

1 Consumer Discretionary 16.05%
2 Healthcare 14.38%
3 Technology 13.4%
4 Industrials 10.99%
5 Utilities 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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-874
1227
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-1,827
1228
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-9,457
1229
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-24,003
1230
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-259,861
1231
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-162,848
1232
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-221,658
1233
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-3,330
1234
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-359,645
1235
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-10,416
1236
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-44,952
1237
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-16,037
1238
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-1,051
1239
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-12,330
1240
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-3,543
1241
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-2,889
1242
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-31,009
1243
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-39,115
1244
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-41,280
1245
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-3,508
1246
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-15,352
1247
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-1,107
1248
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-550,177
1249
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-30,601
1250
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-55,390
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