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
$7.3B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$11.3M
3
+$11M
4
AAP icon
Advance Auto Parts
AAP
+$8.84M
5
SCHW icon
Charles Schwab
SCHW
+$8.31M

Top Sells

1
+$57.9M
2
+$29.7M
3
+$21.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.2M
5
NOW icon
ServiceNow
NOW
+$12.1M

Sector Composition

1 Communication Services 26.25%
2 Consumer Discretionary 21.34%
3 Financials 17.45%
4 Technology 11.14%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$128K ﹤0.01%
+22,000
202
– –
-1,483
203
– –
-37,141
204
– –
-3,504
205
– –
-39,549
206
– –
-99
5 6 7 8
9