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
$3.5B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$21.1M
3
+$12.8M
4
CMCSA icon
Comcast
CMCSA
+$12.6M
5
AAP icon
Advance Auto Parts
AAP
+$12.2M

Top Sells

1
+$4.81M
2
+$3.71M
3
+$3.65M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.26M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.15M

Sector Composition

1 Consumer Discretionary 22.32%
2 Communication Services 21.79%
3 Healthcare 10.92%
4 Technology 10.53%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-17,841
202
– –
-3,595
5 6 7 8
9