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
201
$1.25M 0.03%
+44,665
202
$1.24M 0.03%
34,576
-15,032
203
$1.24M 0.03%
+89,725
204
$1.23M 0.03%
+19,555
205
$1.23M 0.02%
23,631
+12,687
206
$1.21M 0.02%
51,317
-80,220
207
$1.2M 0.02%
12,284
-3,436
208
$1.2M 0.02%
102,686
-190,458
209
$1.2M 0.02%
20,161
+6,571
210
$1.19M 0.02%
+22,690
211
$1.19M 0.02%
15,697
-2,414
212
$1.19M 0.02%
625,376
213
$1.18M 0.02%
11,534
+1,591
214
$1.18M 0.02%
69,360
-43,865
215
$1.18M 0.02%
116,092
-225,753
216
$1.16M 0.02%
20,195
-25,401
217
$1.16M 0.02%
+19,567
218
$1.15M 0.02%
13,897
+2,403
219
$1.15M 0.02%
7,540
-10,484
220
$1.14M 0.02%
+2,500,000
221
$1.14M 0.02%
+59,421
222
$1.14M 0.02%
+18,989
223
$1.13M 0.02%
24,807
+891
224
$1.13M 0.02%
+26,211
225
$1.13M 0.02%
21,903
-4,695
7 8
9
10 11