AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.29M
3
+$8.04M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.69M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.66M

Top Sells

1
+$9.94M
2
+$6.08M
3
+$3.83M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.78M
5
SLB icon
SLB Ltd
SLB
+$3.25M

Sector Composition

1 Communication Services 19.89%
2 Healthcare 15.19%
3 Financials 12%
4 Consumer Discretionary 10.85%
5 Technology 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.01%
+1,967
202
$220K 0.01%
+1,458
203
$217K 0.01%
+2,166
204
$214K 0.01%
+1,621
205
$206K 0.01%
3,760
-802
206
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-7,823
207
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-13,652
208
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-2,912
209
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-4,075
210
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-9,701
211
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-59,300
212
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-37,124
213
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-30,356
214
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-16,405
215
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-13,040
216
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-5,976
217
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-17,182
218
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-17,732
219
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-26,272
220
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-9,798
221
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-7,143
222
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-11,513
223
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-5,500
224
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-14,812
225
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-14,777
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