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
$7.3B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$11M
3
+$10.3M
4
AAP icon
Advance Auto Parts
AAP
+$8.86M
5
SCHW icon
Charles Schwab
SCHW
+$8.47M

Top Sells

1
+$52.5M
2
+$31.6M
3
+$19.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$16.6M
5
NOW icon
ServiceNow
NOW
+$12.5M

Sector Composition

1 Communication Services 26.25%
2 Consumer Discretionary 21.34%
3 Financials 17.45%
4 Technology 11.14%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K ﹤0.01%
+1,623
177
$312K ﹤0.01%
1,615
178
$312K ﹤0.01%
546
179
$304K ﹤0.01%
3,012
+688
180
$299K ﹤0.01%
3,300
181
$291K ﹤0.01%
+2,253
182
$277K ﹤0.01%
4,500
183
$263K ﹤0.01%
+5,702
184
$258K ﹤0.01%
19,357
185
$250K ﹤0.01%
1,746
186
$250K ﹤0.01%
+2,200
187
$248K ﹤0.01%
+1,573
188
$247K ﹤0.01%
+2,000
189
$244K ﹤0.01%
+2,691
190
$242K ﹤0.01%
+2,373
191
$240K ﹤0.01%
2,990
-77
192
$236K ﹤0.01%
+920
193
$234K ﹤0.01%
3,342
194
$221K ﹤0.01%
+677
195
$220K ﹤0.01%
+1,255
196
$207K ﹤0.01%
2,696
197
$204K ﹤0.01%
+885
198
$204K ﹤0.01%
+3,647
199
$203K ﹤0.01%
+15,213
200
$202K ﹤0.01%
+1,964
5 6 7
8
9