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
$3.34B
AUM Growth
-$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$71.1M
3
+$54.2M
4
VT icon
Vanguard Total World Stock ETF
VT
+$43.9M
5
AMZN icon
Amazon
AMZN
+$43.6M

Top Sells

1
+$157M
2
+$58.1M
3
+$51.8M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$46.3M
5
BKNG icon
Booking.com
BKNG
+$38.7M

Sector Composition

1 Communication Services 25.68%
2 Consumer Discretionary 23.97%
3 Healthcare 12.1%
4 Technology 10.63%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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182
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188
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189
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-8,004
190
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191
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-85,066
4 5 6 7
8