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
1376
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1377
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1378
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1379
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1380
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1382
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-9,844
1383
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-11,798
1384
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1385
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-27,410
1386
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-13,968
1387
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1388
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1389
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-15,537
1390
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1391
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1392
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1393
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1394
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1395
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1396
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1397
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1398
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1399
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1400
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-8,783
54 55
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57 58