AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
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 +$36.2M

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 98.21%
+3,647,353
2
$731K 1.79%
240,432
3
-32,590
4
-301,286
5
-460,456
6
0
7
-12,360,564
8
-18,047