AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$43.6M
3
+$34.2M
4
SPOT icon
Spotify
SPOT
+$32.5M
5
AMD icon
Advanced Micro Devices
AMD
+$29.5M

Top Sells

1
+$191M
2
+$174M
3
+$166M
4
UNH icon
UnitedHealth
UNH
+$84.6M
5
V icon
Visa
V
+$59M

Sector Composition

1 Financials 28.41%
2 Technology 23.35%
3 Consumer Discretionary 10.04%
4 Communication Services 9.86%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
26
Mercado Libre
MELI
$107B
$102M 1.13%
43,645
+6,886
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$28.9B
$87.9M 0.98%
1,968,426
+278,132
ASML icon
28
ASML
ASML
$491B
$83.3M 0.92%
86,024
+8,234
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$201B
$78.2M 0.87%
1,304,323
+380,787
AAPL icon
30
Apple
AAPL
$3.82T
$76.8M 0.85%
301,566
+1,659
ITOT icon
31
iShares Core S&P Total US Stock Market ETF
ITOT
$81.6B
$76.6M 0.85%
525,606
COIN icon
32
Coinbase
COIN
$69B
$73.7M 0.82%
218,358
-14,035
NU icon
33
Nu Holdings
NU
$80.6B
$64.6M 0.72%
4,035,297
+679,362
CPNG icon
34
Coupang
CPNG
$38B
$64.2M 0.71%
1,993,557
+576,514
ARCC icon
35
Ares Capital
ARCC
$15B
$64M 0.71%
3,135,101
+103,465
TSM icon
36
TSMC
TSM
$1.7T
$58.3M 0.65%
208,685
+77,436
GBDC icon
37
Golub Capital BDC
GBDC
$3.63B
$57.1M 0.63%
4,173,466
-65,072
BX icon
38
Blackstone
BX
$123B
$55.5M 0.62%
324,696
-72,689
SNOW icon
39
Snowflake
SNOW
$70.5B
$53M 0.59%
234,947
IBIT icon
40
iShares Bitcoin Trust
IBIT
$76.1B
$51.7M 0.57%
795,313
+670,903
W icon
41
Wayfair
W
$14.9B
$50.6M 0.56%
566,250
-21,250
ANET icon
42
Arista Networks
ANET
$158B
$50.1M 0.56%
344,108
+36,074
JPM icon
43
JPMorgan Chase
JPM
$838B
$49.4M 0.55%
156,510
+196
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.06T
$45.9M 0.51%
91,284
-19,161
VXUS icon
45
Vanguard Total International Stock ETF
VXUS
$126B
$43.2M 0.48%
588,106
+101,417
VCSH icon
46
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$38.3M 0.43%
479,139
PANW icon
47
Palo Alto Networks
PANW
$133B
$37.5M 0.42%
184,202
TSLX icon
48
Sixth Street Specialty
TSLX
$2.08B
$35.6M 0.4%
1,558,667
+1,541
VCIT icon
49
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.8B
$35.3M 0.39%
420,163
-707
RBLX icon
50
Roblox
RBLX
$58.2B
$34.2M 0.38%
+247,150
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