AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.22B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$78.4M
3
+$52.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$49.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$48.6M

Top Sells

1
+$95.9M
2
+$86.3M
3
+$49.7M
4
AAP icon
Advance Auto Parts
AAP
+$46.2M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Financials 22.92%
2 Technology 13.96%
3 Consumer Discretionary 13.18%
4 Communication Services 12.07%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.17%
142,592
-12,626
52
$10.7M 0.17%
282,780
53
$10.3M 0.17%
49,761
-416,686
54
$9.85M 0.16%
18,022
55
$9.53M 0.15%
11,263
-15
56
$9.51M 0.15%
+203,677
57
$9.14M 0.15%
193,464
-1,506
58
$8.84M 0.14%
195,490
59
$8.47M 0.14%
99,786
60
$8.42M 0.14%
33,954
61
$7.81M 0.13%
35,383
62
$7.67M 0.12%
35,995
+23,669
63
$7.45M 0.12%
117,136
64
$7.36M 0.12%
21,879
-69
65
$6.69M 0.11%
75,926
-4,695
66
$6.6M 0.11%
24,777
67
$6.41M 0.1%
77,449
-1,160
68
$6.28M 0.1%
213,616
-17,904
69
$6.26M 0.1%
93,947
-468
70
$6M 0.1%
35,858
-12,668
71
$5.92M 0.1%
62,587
72
$5.58M 0.09%
78,507
-20,905
73
$5.35M 0.09%
40,384
-1,267
74
$5.28M 0.08%
20,019
-73
75
$4.69M 0.08%
10
1 2
3
4 5