AIM
Assured Investment Management Portfolio holdings
AUM
$79.5M
1-Year Return
105.2%
This Quarter Return
+5.11%
1 Year Return
+105.2%
3 Year Return
+53.61%
5 Year Return
+74.99%
10 Year Return
–
AUM
$2.52B
AUM Growth
+$208M
(+9%)
Cap. Flow
-$366M
Cap. Flow
% of AUM
-14.55%
Top 10 Holdings %
Top 10 Hldgs %
30.24%
Holding
225
New
57
Increased
35
Reduced
25
Closed
56
Top Buys
| 1 |
ANDV
Andeavor
ANDV
|
$65.5M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$47.8M |
| 3 |
AGN
Allergan plc
AGN
|
$37.5M |
| 4 |
Valero Energy
VLO
|
$32.2M |
| 5 |
LXK
Lexmark Intl Inc
LXK
|
$28.4M |
Top Sells
| 1 |
General Motors
GM
|
$89.9M |
| 2 |
E.W. Scripps
SSP
|
$59.9M |
| 3 |
Hanesbrands
HBI
|
$56.8M |
| 4 |
Bank of America
BAC
|
$43M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$41.2M |
Sector Composition
| 1 | Technology | 13.02% |
| 2 | Energy | 11.53% |
| 3 | Consumer Discretionary | 11.38% |
| 4 | Financials | 10.62% |
| 5 | Healthcare | 5.98% |
