AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$36.7M
3
+$15.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.78M
5
SYY icon
Sysco
SYY
+$7.48M

Top Sells

1
+$45.4M
2
+$34.7M
3
+$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.32M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$649K 0.02%
8,174
127
$633K 0.02%
33,428
128
$619K 0.02%
2,480
-11,341
129
$598K 0.02%
9,970
-1,787
130
$579K 0.02%
15,165
131
$570K 0.02%
8,449
132
$556K 0.02%
31,034
+19,807
133
$540K 0.02%
3,908
+158
134
$538K 0.02%
39,568
+25,763
135
$522K 0.02%
3,841
136
$521K 0.02%
3,960
137
$511K 0.02%
3,840
-496
138
$507K 0.02%
4,005
-3,020
139
$482K 0.02%
6,925
140
$469K 0.02%
4,467
141
$463K 0.02%
9,481
142
$463K 0.02%
5,815
143
$455K 0.02%
3,391
+111
144
$436K 0.02%
3,302
145
$415K 0.02%
3,983
146
$412K 0.02%
4,655
-23
147
$395K 0.02%
4,500
148
$384K 0.01%
2,671
149
$379K 0.01%
48,113
150
$377K 0.01%
3,416
4 5
6
7 8