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
76
$4.55M 0.07%
42,096
-169
77
$4.26M 0.07%
+79,869
78
$4.21M 0.07%
68,518
+1,428
79
$4.13M 0.07%
230,289
80
$4.09M 0.07%
10
81
$4.02M 0.07%
128,690
+5,270
82
$3.53M 0.06%
172,712
+81
83
$3.5M 0.06%
37,917
84
$3.45M 0.06%
36,525
+25
85
$3.33M 0.05%
15,332
-3,158
86
$3.31M 0.05%
36,338
-2,700
87
$3.29M 0.05%
39,253
-941
88
$3.25M 0.05%
358,687
-110,445
89
$3.19M 0.05%
17,793
+338
90
$2.99M 0.05%
230,375
91
$2.93M 0.05%
162,088
92
$2.83M 0.05%
38,618
93
$2.79M 0.05%
+19,427
94
$2.65M 0.04%
44,989
-16,935
95
$2.54M 0.04%
30,840
96
$2.39M 0.04%
37,240
97
$2.38M 0.04%
75,673
-7,637
98
$2.28M 0.04%
49,917
99
$2.27M 0.04%
20,178
100
$2.24M 0.04%
60,077
2 3
4
5 6