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
$3.5B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$20.8M
3
+$13.9M
4
AAP icon
Advance Auto Parts
AAP
+$12.9M
5
CMCSA icon
Comcast
CMCSA
+$12.6M

Top Sells

1
+$4.76M
2
+$3.61M
3
+$3.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.22M
5
PANW icon
Palo Alto Networks
PANW
+$2.17M

Sector Composition

1 Consumer Discretionary 22.32%
2 Communication Services 21.79%
3 Healthcare 10.92%
4 Technology 10.53%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.01%
1,610
177
$272K 0.01%
4,556
178
$270K 0.01%
5,464
179
$265K 0.01%
15,207
180
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181
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8,320
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182
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183
$250K 0.01%
4,313
184
$248K 0.01%
3,202
185
$247K 0.01%
2,440
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186
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187
$238K 0.01%
58,040
188
$237K 0.01%
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189
$233K 0.01%
11,700
190
$226K 0.01%
5,802
191
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7,790
192
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193
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194
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12,344
195
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196
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197
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943
198
$124K ﹤0.01%
15,170
199
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-25,478
200
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-4,768
5 6 7
8
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