We are live on ! Find out more
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
$6.18B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$135M
3
+$26M
4
VUG icon
Vanguard Growth ETF
VUG
+$21.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$17.4M

Top Sells

1
+$87.5M
2
+$65.5M
3
+$54.6M
4
LOW icon
Lowe's Companies
LOW
+$45.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$40.3M

Sector Composition

1 Financials 18.81%
2 Communication Services 18.76%
3 Consumer Discretionary 15.59%
4 Technology 12.67%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,082
227
– –
-4,447
228
– –
-4,730
229
– –
-185,330
230
– –
-2,696
231
– –
-41,424
232
– –
-1,533
233
– –
-94,583
234
– –
-50,953
235
– –
-99,465
236
– –
-10,014
237
– –
-9,303
238
– –
-2,691
239
– –
-78,671
240
– –
-1,964
241
– –
-11,437
242
– –
-93,780
6 7 8 9
10