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
$2.62B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$77.6M
2 +$32.9M
3 +$16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M
5
SYY icon
Sysco
SYY
+$6.99M

Top Sells

1 +$46.3M
2 +$34.5M
3 +$20.7M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12M
5
BUD icon
AB InBev
BUD
+$8.19M

Sector Composition

1 Communication Services 20.26%
2 Consumer Discretionary 18.09%
3 Healthcare 11.21%
4 Technology 10.28%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.01%
+4,835
177
$187K 0.01%
+502,653
178
$108K ﹤0.01%
2,625
179
$82K ﹤0.01%
12,300
180
-19,692