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
$4.75B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$97.4M
2
+$67.9M
3
+$61.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$51.6M

Top Sells

1
+$83.6M
2
+$30.2M
3
+$26M
4
RTN
Raytheon Company
RTN
+$25.2M
5
TDG icon
TransDigm Group
TDG
+$20.1M

Sector Composition

1 Consumer Discretionary 27.47%
2 Communication Services 22.64%
3 Financials 11.49%
4 Healthcare 11.05%
5 Technology 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.01%
14,510
-1,650
127
$449K 0.01%
2,450
-953
128
$448K 0.01%
3,525
129
$424K 0.01%
5,000
130
$423K 0.01%
7,556
131
$406K 0.01%
1,610
132
$399K 0.01%
7,892
133
$395K 0.01%
3,943
134
$394K 0.01%
1,015
135
$390K 0.01%
9,017
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136
$388K 0.01%
1,000
137
$369K 0.01%
5,464
138
$356K 0.01%
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139
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7,150
140
$340K 0.01%
5,354
141
$335K 0.01%
800
142
$335K 0.01%
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143
$330K 0.01%
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144
$327K 0.01%
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145
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146
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147
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4,165
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148
$313K 0.01%
34,248
149
$306K 0.01%
1,827
+270
150
$295K 0.01%
7,010
4 5
6
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