AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.46B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$57.7M
3
+$38.2M
4
V icon
Visa
V
+$25.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$24.1M

Top Sells

1
+$81.5M
2
+$33.5M
3
+$20.4M
4
AAP icon
Advance Auto Parts
AAP
+$19.7M
5
TDG icon
TransDigm Group
TDG
+$14.4M

Sector Composition

1 Communication Services 20.66%
2 Financials 19.44%
3 Consumer Discretionary 18.38%
4 Technology 12.59%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$213K ﹤0.01%
15,213
227
$211K ﹤0.01%
2,082
228
$211K ﹤0.01%
2,691
229
$203K ﹤0.01%
2,696
230
$190K ﹤0.01%
12,803
231
$109K ﹤0.01%
10,014
232
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233
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234
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235
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236
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237
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238
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239
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240
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241
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242
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243
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244
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245
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247
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6 7 8 9
10