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

Top Buys

1
+$59.5M
2
+$38.5M
3
+$36.3M
4
FDC
First Data Corporation
FDC
+$26.4M
5
CELG
Celgene Corp
CELG
+$20.4M

Top Sells

1
+$36.3M
2
+$28.5M
3
+$20.2M
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
1326
$0 ﹤0.01%
+6
1327
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-8,378
1328
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-60,248
1329
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-543
1330
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0
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-153,571
1332
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-204,224
1333
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1334
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-1,827
1335
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-9,457
1336
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-24,003
1337
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-259,861
1338
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-221,658
1339
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-3,330
1340
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-359,645
1341
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-10,416
1342
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-44,952
1343
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1344
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1345
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1346
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-12,330
1347
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-3,543
1348
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1349
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-597
1350
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-43,598
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