AIM

Aigen Investment Management Portfolio holdings

AUM $646M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$12.1M
3
+$10.7M
4
RH icon
RH
RH
+$10.5M
5
NEE icon
NextEra Energy
NEE
+$9.68M

Top Sells

1
+$18.4M
2
+$15.2M
3
+$14.8M
4
GS icon
Goldman Sachs
GS
+$11.1M
5
PEP icon
PepsiCo
PEP
+$10.6M

Sector Composition

1 Technology 20.65%
2 Healthcare 16.25%
3 Consumer Discretionary 15.09%
4 Industrials 12.07%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$308K 0.05%
6,734
-10,161
327
$307K 0.05%
11,798
-4,284
328
$307K 0.05%
6,987
-1,299
329
$306K 0.05%
15,482
-18,200
330
$306K 0.05%
4,039
-2,998
331
$305K 0.05%
+5,535
332
$304K 0.05%
+6,994
333
$303K 0.05%
+1,102
334
$302K 0.05%
3,864
-179
335
$300K 0.05%
4,533
-1,756
336
$297K 0.05%
+3,113
337
$297K 0.05%
+9,284
338
$294K 0.05%
5,041
-7,869
339
$293K 0.05%
+14,085
340
$292K 0.05%
+5,056
341
$291K 0.05%
3,212
-37
342
$291K 0.05%
+4,227
343
$289K 0.05%
6,916
+582
344
$288K 0.05%
+14,621
345
$287K 0.05%
+1,439
346
$286K 0.05%
+3,794
347
$282K 0.05%
8,997
-3,217
348
$269K 0.05%
743
-19,605
349
$266K 0.05%
3,402
-1,329
350
$262K 0.05%
17,044
-599
12 13
14
15 16