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
$3.09B
AUM Growth
-$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$89.1M
3
+$86.4M
4
SHPG
Shire pic
SHPG
+$63.8M
5
LRCX icon
Lam Research
LRCX
+$35.4M

Top Sells

1
+$90M
2
+$87.5M
3
+$85.4M
4
WTW icon
Willis Towers Watson
WTW
+$78.2M
5
AVGO icon
Broadcom
AVGO
+$75.4M

Sector Composition

1 Industrials 18.39%
2 Technology 17.92%
3 Healthcare 12.2%
4 Consumer Discretionary 10.35%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.57M 0.04%
+28,014
177
$1.56M 0.04%
38,694
-3,460
178
$1.55M 0.04%
76,819
-122,374
179
$1.54M 0.04%
33,896
+17,949
180
$1.54M 0.04%
59,151
-16,887
181
$1.52M 0.03%
19,991
+14,985
182
$1.52M 0.03%
39,630
-2,241
183
$1.52M 0.03%
49,008
-3,988
184
$1.5M 0.03%
+17,121
185
$1.5M 0.03%
+39,095
186
$1.49M 0.03%
31,754
+5,883
187
$1.49M 0.03%
84,785
+79,603
188
$1.47M 0.03%
31,745
+29,292
189
$1.47M 0.03%
31,122
+26,342
190
$1.44M 0.03%
+25,536
191
$1.44M 0.03%
24,230
+4,494
192
$1.44M 0.03%
17,852
+1,266
193
$1.44M 0.03%
59,907
+17,655
194
$1.44M 0.03%
+34,938
195
$1.43M 0.03%
19,760
-1,722
196
$1.42M 0.03%
12,464
+4,834
197
$1.41M 0.03%
30,560
+2,190
198
$1.41M 0.03%
35,421
+5,253
199
$1.41M 0.03%
14,468
+10,637
200
$1.41M 0.03%
12,952
+5,208
6 7
8
9 10