AIM

Allen Investment Management Portfolio holdings

AUM $9.03B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.3B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$11.3M
3
+$11M
4
AAP icon
Advance Auto Parts
AAP
+$8.84M
5
SCHW icon
Charles Schwab
SCHW
+$8.31M

Top Sells

1
+$57.9M
2
+$29.7M
3
+$21.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.2M
5
NOW icon
ServiceNow
NOW
+$12.1M

Sector Composition

1 Communication Services 26.25%
2 Consumer Discretionary 21.34%
3 Financials 17.45%
4 Technology 11.14%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$445K 0.01%
2,961
+500
152
$427K 0.01%
2,520
153
$419K 0.01%
+23,423
154
$416K 0.01%
+4,280
155
$412K 0.01%
6,283
156
$409K 0.01%
4,556
157
$400K 0.01%
5,813
+1,500
158
$390K 0.01%
4,500
159
$380K 0.01%
1,589
160
$376K 0.01%
1,600
161
$370K 0.01%
+824
162
$369K 0.01%
50,953
163
$366K 0.01%
1,513
164
$364K 0.01%
1,533
165
$363K 0.01%
1,250
166
$359K ﹤0.01%
2,070
-57
167
$347K ﹤0.01%
+2,073
168
$337K ﹤0.01%
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169
$332K ﹤0.01%
5,322
170
$327K ﹤0.01%
2,041
171
$327K ﹤0.01%
+3,166
172
$325K ﹤0.01%
+2,117
173
$318K ﹤0.01%
+7,498
174
$313K ﹤0.01%
262
175
$313K ﹤0.01%
3,202
5 6
7
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