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
$2.7B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$107M
3
+$97.4M
4
CHTR icon
Charter Communications
CHTR
+$55.4M
5
SWC
Stillwater Mining Co
SWC
+$50.6M

Top Sells

1
+$154M
2
+$115M
3
+$102M
4
AIG icon
American International
AIG
+$84.5M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$81.9M

Sector Composition

1 Technology 13.43%
2 Industrials 12.53%
3 Consumer Discretionary 11.16%
4 Energy 10.4%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.42M 0.03%
184,585
-171,110
177
$1.41M 0.03%
44,433
-26,527
178
$1.41M 0.03%
17,957
+7,043
179
$1.4M 0.03%
+13,557
180
$1.4M 0.03%
15,564
-9,834
181
$1.4M 0.03%
21,203
-4,430
182
$1.39M 0.03%
25,813
+689
183
$1.38M 0.03%
20,332
+6,350
184
$1.37M 0.03%
+14,807
185
$1.37M 0.03%
+19,803
186
$1.36M 0.03%
+1,750,000
187
$1.36M 0.03%
20,662
-32,170
188
$1.36M 0.03%
10,044
+9,033
189
$1.35M 0.03%
25,554
+17,682
190
$1.34M 0.03%
2,398,500
191
$1.34M 0.03%
+19,233
192
$1.33M 0.03%
+14,554
193
$1.32M 0.03%
12,825
-13,800
194
$1.3M 0.03%
+30,953
195
$1.3M 0.03%
+28,841
196
$1.29M 0.03%
26,172
+11,667
197
$1.27M 0.03%
16,074
-24,832
198
$1.26M 0.03%
+28,360
199
$1.25M 0.03%
30,089
+20,568
200
$1.25M 0.03%
22,380
+6,782
6 7
8
9 10