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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
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$30.7M
3
+$29M
4
BUD icon
AB InBev
BUD
+$26.6M
5
SYY icon
Sysco
SYY
+$16.3M

Top Sells

1
+$48.4M
2
+$45.7M
3
+$12.9M
4
SCHW
Charles Schwab
SCHW
+$12.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-11,007
202
– –
-24,988
203
– –
-52,091
204
– –
-2,508
205
– –
-2,484
206
– –
-36,961
207
– –
-2,622
208
– –
-10,081
209
– –
-4,428
210
– –
-2,647
211
– –
-42,436
212
– –
-5,593
213
– –
-3,487
5 6 7 8
9