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
$3.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.9M
5
HK
Halcon Resources Corporation
HK
+$31.2M

Top Sells

1
+$87.5M
2
+$81.6M
3
+$56.1M
4
GEN icon
Gen Digital
GEN
+$52.1M
5
ANDV
Andeavor
ANDV
+$51.5M

Sector Composition

1 Industrials 14.01%
2 Consumer Discretionary 13.25%
3 Healthcare 12.13%
4 Energy 11.81%
5 Technology 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.86M 0.12%
64,488
-110,699
177
$5.83M 0.12%
+25,517
178
$5.83M 0.12%
105,540
-17,037
179
$5.8M 0.12%
+70,659
180
$5.8M 0.12%
55,853
-16,028
181
$5.77M 0.12%
660,845
-355,055
182
$5.73M 0.12%
+104,338
183
$5.71M 0.12%
136,350
+87,496
184
$5.66M 0.11%
47,098
-244
185
$5.66M 0.11%
110,409
+11,571
186
$5.63M 0.11%
+66,710
187
$5.61M 0.11%
60,333
-14,453
188
$5.61M 0.11%
362,804
+56,922
189
$5.55M 0.11%
118,454
-231,031
190
$5.5M 0.11%
54,855
+54,725
191
$5.41M 0.11%
+103,051
192
$5.37M 0.11%
+61,648
193
$5.3M 0.11%
120,455
194
$5.27M 0.11%
33,825
+7,253
195
$5.26M 0.11%
+43,269
196
$5.26M 0.11%
79,284
-6,313
197
$5.26M 0.11%
+150,046
198
$5.25M 0.11%
43,997
+8,127
199
$5.22M 0.11%
136,822
+96,371
200
$5.21M 0.11%
127,914
-15,239
6 7
8
9 10