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
$7.3B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$11M
3
+$10.3M
4
AAP icon
Advance Auto Parts
AAP
+$8.86M
5
SCHW icon
Charles Schwab
SCHW
+$8.47M

Top Sells

1
+$52.5M
2
+$31.6M
3
+$19.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.6M
5
NOW icon
ServiceNow
NOW
+$12.5M

Sector Composition

1 Communication Services 26.25%
2 Consumer Discretionary 21.34%
3 Financials 17.45%
4 Technology 11.14%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.79M 0.02%
16,791
+5,477
102
$1.79M 0.02%
16,417
103
$1.69M 0.02%
10,351
104
$1.53M 0.02%
6,985
105
$1.44M 0.02%
4,372
+1,000
106
$1.38M 0.02%
40,391
107
$1.37M 0.02%
11,600
-111
108
$1.32M 0.02%
5,457
+930
109
$1.26M 0.02%
4,418
110
$1.23M 0.02%
4,807
111
$1.21M 0.02%
7,130
+2,905
112
$1.2M 0.02%
7,743
113
$1.2M 0.02%
15,970
+9,000
114
$1.19M 0.02%
6,028
115
$1.19M 0.02%
40,366
116
$1.05M 0.01%
21,600
+1,930
117
$944K 0.01%
33,428
118
$934K 0.01%
15,321
+8
119
$919K 0.01%
16,000
120
$918K 0.01%
1,610
121
$893K 0.01%
8,282
122
$793K 0.01%
7,101
123
$732K 0.01%
2,671
124
$730K 0.01%
16,970
125
$691K 0.01%
2,845
+391
3 4
5
6 7