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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$107M
3
+$106M
4
MDVN
MEDIVATION, INC.
MDVN
+$89.6M
5
WTW icon
Willis Towers Watson
WTW
+$78.2M

Top Sells

1
+$86.5M
2
+$84.3M
3
+$79.3M
4
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M
5
VRNT
Verint Systems
VRNT
+$47M

Sector Composition

1 Industrials 19.16%
2 Consumer Discretionary 11.44%
3 Technology 10.89%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.04%
37,832
+26,132
127
$1.79M 0.04%
35,773
+26,772
128
$1.78M 0.04%
13,185
+8,319
129
$1.76M 0.04%
35,361
+18,792
130
$1.75M 0.04%
7,435
+5,165
131
$1.75M 0.04%
58,313
+12,357
132
$1.74M 0.04%
45,921
+30,336
133
$1.73M 0.04%
31,460
+25,305
134
$1.72M 0.04%
76,038
+62,984
135
$1.71M 0.04%
26,031
+17,436
136
$1.7M 0.04%
+59,725
137
$1.67M 0.04%
58,225
+19,985
138
$1.67M 0.04%
21,482
+18,578
139
$1.65M 0.04%
7,420
+7,220
140
$1.64M 0.04%
+11,644
141
$1.63M 0.04%
19,239
+6,246
142
$1.62M 0.04%
177,714
+144,188
143
$1.61M 0.04%
34,974
+11,123
144
$1.59M 0.04%
4,566
+2,681
145
$1.57M 0.04%
35,584
+22,695
146
$1.56M 0.04%
23,491
+19,776
147
$1.55M 0.04%
52,996
-913,138
148
$1.52M 0.04%
17,661
+1,835
149
$1.52M 0.04%
24,625
+24,395
150
$1.52M 0.04%
12,734
+11,797
4 5
6
7 8