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
$6.18B
AUM Growth
-$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$232M
2
+$125M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$19.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M

Top Sells

1
+$89.5M
2
+$62M
3
+$56.9M
4
LOW icon
Lowe's Companies
LOW
+$41.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.3M

Sector Composition

1 Communication Services 18.76%
2 Financials 18.76%
3 Consumer Discretionary 15.59%
4 Technology 12.72%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$423K 0.01%
5,000
177
$420K 0.01%
5,813
178
$411K 0.01%
4,048
179
$405K 0.01%
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180
$395K 0.01%
1,000
181
$391K 0.01%
33,428
182
$383K 0.01%
3,253
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183
$380K 0.01%
3,627
-42,574
184
$379K 0.01%
800
185
$361K 0.01%
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186
$355K 0.01%
1,720
187
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188
$342K 0.01%
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189
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262
190
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6,000
191
$330K 0.01%
+25,113
192
$324K 0.01%
6,132
193
$323K 0.01%
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194
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195
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196
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197
$305K ﹤0.01%
1,513
198
$304K ﹤0.01%
4,500
199
$298K ﹤0.01%
1,770
200
$297K ﹤0.01%
546
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8
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