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
$1.67B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$30.1M
3
+$19.8M
4
CVS icon
CVS Health
CVS
+$17.6M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.41M

Top Sells

1
+$19.5M
2
+$16.1M
3
+$15.1M
4
MCK icon
McKesson
MCK
+$11.7M
5
SCHW icon
Charles Schwab
SCHW
+$5.01M

Sector Composition

1 Communication Services 17.87%
2 Healthcare 17.7%
3 Financials 13.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$356K 0.02%
1,734
+134
177
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62,710
178
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179
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180
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181
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182
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183
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185
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186
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187
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188
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199
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200
$250K 0.02%
17,761
-6,705
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