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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$30.2M
3
+$19.9M
4
CVS icon
CVS Health
CVS
+$18.1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$8.92M

Top Sells

1
+$20.7M
2
+$16.8M
3
+$15.1M
4
MCK icon
McKesson
MCK
+$12.3M
5
SCHW
Charles Schwab
SCHW
+$4.53M

Sector Composition

1 Communication Services 17.87%
2 Healthcare 17.7%
3 Financials 13.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-31,862
227
– –
-13,329
228
– –
-26,426
229
– –
-6,554
230
– –
-4,137
231
– –
-24,599
6 7 8 9
10