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
$3.79B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$40.9M
3
+$26.7M
4
RTX icon
RTX Corp
RTX
+$23.2M
5
AAP icon
Advance Auto Parts
AAP
+$20.3M

Top Sells

1
+$15M
2
+$13.3M
3
+$12.1M
4
FISV
Fiserv Inc
FISV
+$8.21M
5
USFD icon
US Foods
USFD
+$6.99M

Sector Composition

1 Consumer Discretionary 22.79%
2 Communication Services 22.14%
3 Healthcare 10.19%
4 Technology 9.7%
5 Consumer Staples 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$397K 0.01%
4,421
-72
152
$394K 0.01%
3,302
153
$394K 0.01%
9,623
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154
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155
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800
156
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157
$355K 0.01%
11,457
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158
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159
$353K 0.01%
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160
$332K 0.01%
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161
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162
$331K 0.01%
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163
$316K 0.01%
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164
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262
165
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166
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1,610
167
$294K 0.01%
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168
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169
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170
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171
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172
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5,464
173
$275K 0.01%
2,278
174
$265K 0.01%
4,313
175
$262K 0.01%
2,990
5 6
7
8 9