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
151
$384K 0.04%
9,505
+2,391
152
$374K 0.04%
24,948
+1,256
153
$370K 0.04%
39,797
-20,655
154
$367K 0.04%
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+2,291
155
$362K 0.03%
25,673
156
$360K 0.03%
26,376
157
$349K 0.03%
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158
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+10,561
159
$348K 0.03%
27,416
160
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2,853
-1,480
161
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27,674
162
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163
$336K 0.03%
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164
$336K 0.03%
26,746
165
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2,773
166
$334K 0.03%
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167
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168
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169
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18,298
170
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8,000
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171
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24,498
172
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2,620
173
$309K 0.03%
23,426
174
$309K 0.03%
28,477
175
$306K 0.03%
22,958
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7
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