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AIM

Allen Investment Management Portfolio holdings

AUM $8.09B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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
+$10.5M
2
+$8.23M
3
+$7.73M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.7M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.68M

Top Sells

1
+$9.59M
2
+$5.76M
3
+$3.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.68M
5
SLB icon
SLB Ltd
SLB
+$3.08M

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
– –
-7,823
207
– –
-13,652
208
– –
-2,912
209
– –
-4,075
210
– –
-9,701
211
– –
-59,300
212
– –
-37,124
213
– –
-30,356
214
– –
-16,405
215
– –
-13,040
216
– –
-5,976
217
– –
-17,182
218
– –
-17,732
219
– –
-26,272
220
– –
-9,798
221
– –
-7,143
222
– –
-14,777
223
– –
-3,842
224
– –
-10,587
225
– –
-10,156
6 7 8
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