AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.22B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$78.4M
3
+$52.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$49.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$48.6M

Top Sells

1
+$95.9M
2
+$86.3M
3
+$49.7M
4
AAP icon
Advance Auto Parts
AAP
+$46.2M
5
AMZN icon
Amazon
AMZN
+$35.5M

Sector Composition

1 Financials 22.92%
2 Technology 13.96%
3 Consumer Discretionary 13.18%
4 Communication Services 12.07%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$535K 0.01%
2,961
-295
152
$528K 0.01%
1,610
153
$526K 0.01%
7,065
-1,285
154
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155
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7,556
156
$516K 0.01%
5,000
157
$500K 0.01%
5,852
158
$497K 0.01%
702
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159
$477K 0.01%
36,839
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160
$468K 0.01%
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161
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5,439
-74
162
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5,000
163
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6,100
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164
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15,615
165
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166
$433K 0.01%
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168
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169
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171
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173
$392K 0.01%
1,589
174
$380K 0.01%
800
175
$370K 0.01%
1,600
5 6
7
8 9