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
$6.18B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$125M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M

Top Sells

1
+$89.5M
2
+$62M
3
+$56.9M
4
LOW icon
Lowe's Companies
LOW
+$41.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.3M

Sector Composition

1 Communication Services 18.76%
2 Financials 18.76%
3 Consumer Discretionary 15.59%
4 Technology 12.72%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.33M 0.15%
34,012
52
$9.3M 0.15%
55,207
+29,621
53
$9.16M 0.15%
80,621
-1,597
54
$8.73M 0.14%
576,120
+5,120
55
$8.63M 0.14%
18,138
-249
56
$8.55M 0.14%
195,490
57
$8.14M 0.13%
22,231
+258
58
$7.92M 0.13%
266,540
-6,690
59
$7.88M 0.13%
194,436
-16,746
60
$7.71M 0.12%
91,841
-11,182
61
$7.57M 0.12%
120,336
62
$7.51M 0.12%
33,954
63
$7.3M 0.12%
11,466
+97
64
$7.01M 0.11%
37,395
+410
65
$6.98M 0.11%
42,320
+22
66
$6.94M 0.11%
24,777
-69,846
67
$6.81M 0.11%
48,807
-764
68
$6.77M 0.11%
88,152
-40,730
69
$5.86M 0.09%
94,415
70
$5.02M 0.08%
14,475
+4,901
71
$4.96M 0.08%
20,092
-95
72
$4.9M 0.08%
58,514
+10
73
$4.79M 0.08%
52,468
74
$4.71M 0.08%
117,345
-20,286
75
$4.57M 0.07%
59,171
+48,922
1 2
3
4 5