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
$2.52B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$47.9M
3
+$34.7M
4
VLO icon
Valero Energy
VLO
+$33.3M
5
LXK
Lexmark Intl Inc
LXK
+$30.5M

Top Sells

1
+$89.6M
2
+$59.9M
3
+$56.8M
4
BAC icon
Bank of America
BAC
+$43M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$41.2M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.05%
3 Energy 11.53%
4 Financials 10.62%
5 Healthcare 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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