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
$1.04B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$19.8M
3
+$12.3M
4
SLB icon
SLB Limited
SLB
+$11.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11M

Top Sells

1
+$51.7M
2
+$21.8M
3
+$10.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.4M
5
PBH icon
Prestige Consumer Healthcare
PBH
+$6.72M

Sector Composition

1 Healthcare 19.65%
2 Financials 11.64%
3 Consumer Discretionary 10.85%
4 Technology 9.99%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$902K 0.09%
9,569
-215
102
$893K 0.09%
10,361
103
$871K 0.08%
18,020
+567
104
$857K 0.08%
4,932
+180
105
$839K 0.08%
7,756
+1,168
106
$826K 0.08%
9,111
+384
107
$803K 0.08%
41,984
+853
108
$802K 0.08%
8,716
+2,188
109
$764K 0.07%
6,923
+1,740
110
$752K 0.07%
13,012
111
$724K 0.07%
53,288
+315
112
$723K 0.07%
4,841
+1,216
113
$713K 0.07%
17,303
+363
114
$711K 0.07%
45,407
+263
115
$690K 0.07%
4,033
-3,231
116
$679K 0.07%
10,893
+2,734
117
$664K 0.06%
10,490
+384
118
$661K 0.06%
25,574
+328
119
$654K 0.06%
10,677
-5,556
120
$642K 0.06%
57,107
+2,584
121
$620K 0.06%
7,524
+1,887
122
$598K 0.06%
+8,733
123
$590K 0.06%
+10,693
124
$585K 0.06%
+12,115
125
$580K 0.06%
40,464
+1,016
3 4
5
6 7