AIM

Allen Investment Management Portfolio holdings

AUM $9.17B
1-Year Est. Return 26.06%
This Quarter Est. Return
1 Year Est. Return
+26.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.97B
AUM Growth
+$667M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$36.6M
3
+$34.6M
4
MA icon
Mastercard
MA
+$30.8M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$96.8M
2
+$35.5M
3
+$25.9M
4
COIN icon
Coinbase
COIN
+$23.8M
5
FIS icon
Fidelity National Information Services
FIS
+$21.9M

Sector Composition

1 Communication Services 23.71%
2 Consumer Discretionary 19.78%
3 Financials 17.1%
4 Technology 13.72%
5 Healthcare 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$250K ﹤0.01%
4,447
-4,327
227
$245K ﹤0.01%
1,573
228
$242K ﹤0.01%
3,342
229
$241K ﹤0.01%
+12,803
230
$237K ﹤0.01%
1,255
231
$235K ﹤0.01%
2,696
232
$233K ﹤0.01%
+1,483
233
$227K ﹤0.01%
+1,959
234
$222K ﹤0.01%
15,615
-7,808
235
$221K ﹤0.01%
+627
236
$215K ﹤0.01%
+2,082
237
$210K ﹤0.01%
15,213
238
$186K ﹤0.01%
+11,792
239
$184K ﹤0.01%
2,000
240
$163K ﹤0.01%
22,000
241
$135K ﹤0.01%
+10,014
242
– –
-677
243
– –
-3,300
244
– –
-5,702
245
– –
-3,647
6 7 8 9
10