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
$9B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$43.6M
3 +$32.6M
4
RBLX icon
Roblox
RBLX
+$30.7M
5
AMD icon
Advanced Micro Devices
AMD
+$29.4M

Top Sells

1 +$182M
2 +$176M
3 +$173M
4
UNH icon
UnitedHealth
UNH
+$74.1M
5
SPGI icon
S&P Global
SPGI
+$62.4M

Sector Composition

1 Financials 28.51%
2 Technology 23.26%
3 Consumer Discretionary 10.04%
4 Communication Services 9.86%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSLA icon
176
Tesla
TSLA
$1.51T
$388K ﹤0.01%
+872
TEM
177
Tempus AI
TEM
$9.52B
$376K ﹤0.01%
+4,663
PCOR icon
178
Procore
PCOR
$8.56B
$374K ﹤0.01%
5,133
CACC icon
179
Credit Acceptance
CACC
$5.09B
$374K ﹤0.01%
800
HUM icon
180
Humana
HUM
$22.9B
$366K ﹤0.01%
1,408
IWN icon
181
iShares Russell 2000 Value ETF
IWN
$12.9B
$357K ﹤0.01%
2,017
PEP icon
182
PepsiCo
PEP
$232B
$346K ﹤0.01%
2,461
-500
TMO icon
183
Thermo Fisher Scientific
TMO
$196B
$323K ﹤0.01%
666
QCOM icon
184
Qualcomm
QCOM
$152B
$322K ﹤0.01%
1,935
AMAT icon
185
Applied Materials
AMAT
$295B
$304K ﹤0.01%
1,483
RBRK icon
186
Rubrik
RBRK
$10.4B
$278K ﹤0.01%
+3,376
BAC icon
187
Bank of America
BAC
$359B
$277K ﹤0.01%
5,364
IRM icon
188
Iron Mountain
IRM
$32B
$275K ﹤0.01%
2,696
CCEP icon
189
Coca-Cola Europacific Partners
CCEP
$49.5B
$271K ﹤0.01%
3,000
FICO icon
190
Fair Isaac
FICO
$33.4B
$266K ﹤0.01%
178
ANGI icon
191
Angi Inc
ANGI
$312M
$251K ﹤0.01%
15,414
RTX icon
192
RTX Corp
RTX
$272B
$250K ﹤0.01%
1,493
EPAM icon
193
EPAM Systems
EPAM
$7.79B
$243K ﹤0.01%
1,610
ADP icon
194
Automatic Data Processing
ADP
$86.3B
$223K ﹤0.01%
760
CPRT icon
195
Copart
CPRT
$36.9B
$216K ﹤0.01%
4,808
WULF icon
196
TeraWulf
WULF
$6.79B
$211K ﹤0.01%
18,503
IJJ icon
197
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.47B
$209K ﹤0.01%
+1,612
CTAS icon
198
Cintas
CTAS
$80.4B
$205K ﹤0.01%
1,000
VUSB icon
199
Vanguard Ultra-Short Bond ETF
VUSB
$7.34B
$204K ﹤0.01%
4,089
IJS icon
200
iShares S&P Small-Cap 600 Value ETF
IJS
$7.57B
$203K ﹤0.01%
+1,836