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
101
$2.23M 0.04%
35,786
102
$2.2M 0.04%
15,188
-100
103
$2.12M 0.03%
15,000
104
$2.1M 0.03%
6,485
105
$2.08M 0.03%
57,791
106
$2.01M 0.03%
41,290
-2,150
107
$2.01M 0.03%
31,000
108
$1.98M 0.03%
16,787
109
$1.89M 0.03%
10,783
-7,033
110
$1.78M 0.03%
25,432
-14,122
111
$1.73M 0.03%
35,202
112
$1.62M 0.03%
10,530
113
$1.57M 0.03%
73,296
114
$1.57M 0.03%
22,479
115
$1.44M 0.02%
40,391
116
$1.4M 0.02%
6,520
117
$1.29M 0.02%
14,161
-7,633
118
$1.28M 0.02%
14,194
119
$1.28M 0.02%
4,295
+495
120
$1.27M 0.02%
8,282
121
$1.27M 0.02%
16,657
+1,573
122
$1.26M 0.02%
11,600
123
$1.24M 0.02%
5,083
124
$1.21M 0.02%
6,948
125
$1.2M 0.02%
5,755
-4,920
3 4
5
6 7