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
$365M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$37.6M
3
+$23.3M
4
BLC
BELO CORP SER A
BLC
+$18.1M
5
LAMR icon
Lamar Advertising Co
LAMR
+$14.6M

Top Sells

1
+$26.6M
2
+$14.5M
3
+$14M
4
VHS
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
+$8.81M
5
OPTR
OPTIMER PHARMACEUTICALS, INC. COM STK
OPTR
+$7.24M

Sector Composition

1 Communication Services 16.56%
2 Technology 13.57%
3 Energy 11.44%
4 Financials 11.01%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.54%
22,869
27
$1.9M 0.52%
90,035
+1,400
28
$1.89M 0.52%
35,081
29
$1.81M 0.5%
20,742
+888
30
$1.8M 0.49%
31,780
+139
31
$1.78M 0.49%
63,268
+330
32
$1.76M 0.48%
14,637
33
$1.72M 0.47%
+60,159
34
$1.65M 0.45%
29,671
+126
35
$1.62M 0.44%
17,775
+963
36
$1.62M 0.44%
32,243
+1,620
37
$1.58M 0.43%
87,447
-10,270
38
$1.48M 0.4%
62,665
+50,806
39
$1.29M 0.35%
+14,027
40
$1.25M 0.34%
10,928
41
$1.17M 0.32%
25,342
42
$1.14M 0.31%
6,426
+419
43
$1.02M 0.28%
21,386
+1,640
44
$972K 0.27%
11,225
+7,811
45
$928K 0.25%
16,423
46
$844K 0.23%
+12,273
47
$688K 0.19%
14,762
+638
48
$633K 0.17%
12,884
49
$581K 0.16%
33,303
+4,951
50
$461K 0.13%
3,600
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