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
$40.8M
AUM Growth
-$96.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$40M

Top Sells

1 +$124M
2 +$8.05M
3 +$2.73M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.61M
5
NGD
New Gold Inc
NGD
+$463K

Sector Composition

1 Healthcare 98.21%
2 Materials 0%
3 Real Estate 0%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40M 40.31%
+3,647,353
2
$731K 0.74%
240,432
3
-32,590
4
-301,286
5
-460,456
6
0
7
-12,360,564
8
-18,047