AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+4.38%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$727M
AUM Growth
+$19.9M
(+2.8%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
14.88%
Holding
884
New
380
Increased
99
Reduced
113
Closed
292
Top Buys
| 1 |
Broadcom
AVGO
|
$14.7M |
| 2 |
Pfizer
PFE
|
$14.6M |
| 3 |
Johnson & Johnson
JNJ
|
$12.9M |
| 4 |
Cadence Design Systems
CDNS
|
$9.82M |
| 5 |
CVS Health
CVS
|
$8.29M |
Top Sells
| 1 |
Deere & Co
DE
|
$10.9M |
| 2 |
Cencora
COR
|
$10M |
| 3 |
Schlumberger
SLB
|
$9.79M |
| 4 |
TJX Companies
TJX
|
$9.35M |
| 5 |
Pinduoduo
PDD
|
$8.94M |
Sector Composition
| 1 | Consumer Discretionary | 20.23% |
| 2 | Technology | 15.86% |
| 3 | Healthcare | 14.65% |
| 4 | Financials | 11.59% |
| 5 | Industrials | 11.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Skechers
SKX
$9.5B
| $772K | 0.11% |
+16,245
| New | +$772K |
|
227
Vertiv
VRT
$47.4B
| $771K | 0.11% |
+53,861
| New | +$771K |
|
228
Vermilion Energy
VET
$1.12B
| $769K | 0.11% |
+59,254
| New | +$769K |
|
229
CMS Energy
CMS
$21.4B
| $762K | 0.1% |
+12,413
| New | +$762K |
|
230
Crane NXT
CXT
$3.51B
| $761K | 0.1% |
+19,304
| New | +$761K |
|
231
Madrigal Pharmaceuticals
MDGL
$9.65B
| $759K | 0.1% |
+3,132
| New | +$759K |
|
232
Option Care Health
OPCH
$4.72B
| $757K | 0.1% |
+23,826
| New | +$757K |
|
233
Telus
TU
$25.3B
| $753K | 0.1% |
+37,908
| New | +$753K |
|
234
Netflix
NFLX
$529B
| $751K | 0.1% |
+2,175
| New | +$751K |
|
235
Aramark
ARMK
$10.2B
| $751K | 0.1% |
+29,068
| New | +$751K |
|
236
SLM Corp
SLM
$6.49B
| $747K | 0.1% |
60,314
+29,841
| +98% | +$370K |
|
237
H.B. Fuller
FUL
$3.37B
| $742K | 0.1% |
10,835
+7,557
| +231% | +$517K |
|
238
Cirrus Logic
CRUS
$5.94B
| $739K | 0.1% |
+6,759
| New | +$739K |
|
239
Clearfield
CLFD
$455M
| $736K | 0.1% |
+15,811
| New | +$736K |
|
240
Aflac
AFL
$57.2B
| $736K | 0.1% |
+11,404
| New | +$736K |
|
241
Sigma Lithium
SGML
$716M
| $734K | 0.1% |
19,513
-1,332
| -6% | -$50.1K |
|
242
Toast
TOST
$24B
| $733K | 0.1% |
41,280
-138,096
| -77% | -$2.45M |
|
243
NVIDIA
NVDA
$4.07T
| $724K | 0.1% |
+26,060
| New | +$724K |
|
244
MKS Inc. Common Stock
MKSI
$7.02B
| $723K | 0.1% |
+8,163
| New | +$723K |
|
245
Jones Lang LaSalle
JLL
$14.8B
| $723K | 0.1% |
4,968
-6,455
| -57% | -$939K |
|
246
Molina Healthcare
MOH
$9.47B
| $718K | 0.1% |
+2,686
| New | +$718K |
|
247
Teck Resources
TECK
$16.8B
| $712K | 0.1% |
+19,503
| New | +$712K |
|
248
Unity
U
$18.5B
| $712K | 0.1% |
+21,941
| New | +$712K |
|
249
Fortinet
FTNT
$60.4B
| $711K | 0.1% |
+10,699
| New | +$711K |
|
250
Expeditors International
EXPD
$16.4B
| $706K | 0.1% |
+6,411
| New | +$706K |
|