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
$4.47B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$144M
3
+$106M
4
CHTR icon
Charter Communications
CHTR
+$73.2M
5
SWNC
Southwestern Energy Company
SWNC
+$61.4M

Top Sells

1
+$163M
2
+$102M
3
+$40.5M
4
HCA icon
HCA Healthcare
HCA
+$37.6M
5
MTH icon
Meritage Homes
MTH
+$32.6M

Sector Composition

1 Healthcare 10.3%
2 Financials 5.63%
3 Industrials 5.49%
4 Communication Services 5.46%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$389K 0.01%
+5,952
202
$386K 0.01%
+5,629
203
$385K 0.01%
+11,064
204
$382K 0.01%
+5,041
205
$382K 0.01%
+17,084
206
$376K 0.01%
+2,682
207
$371K 0.01%
+16,670
208
$365K 0.01%
+19,361
209
$364K 0.01%
+6,016
210
$363K 0.01%
+4,650
211
$363K 0.01%
+13,946
212
$362K 0.01%
+4,418
213
$362K 0.01%
+16,011
214
$362K 0.01%
+3,610
215
$361K 0.01%
+13,558
216
$360K 0.01%
+2,637
217
$356K 0.01%
+13,624
218
$355K 0.01%
+3,121
219
$355K 0.01%
+17,006
220
$354K 0.01%
+3,114
221
$351K 0.01%
+831
222
$350K 0.01%
+9,413
223
$350K 0.01%
+6,817
224
$349K 0.01%
+17,088
225
$349K 0.01%
+2,777
7 8
9
10 11