AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+1.82%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$567M
AUM Growth
+$57.6M
(+11%)
Cap. Flow
+$56.6M
Cap. Flow
% of AUM
9.98%
Top 10 Holdings %
Top 10 Hldgs %
8.85%
Holding
1,039
New
352
Increased
175
Reduced
170
Closed
342
Top Buys
| 1 |
Medtronic
MDT
|
$5.12M |
| 2 |
General Dynamics
GD
|
$4.94M |
| 3 |
ConocoPhillips
COP
|
$4.62M |
| 4 |
CDW
CDW
|
$4.41M |
| 5 |
American Airlines Group
AAL
|
$4.12M |
Top Sells
| 1 |
On Holding
ONON
|
$5.2M |
| 2 |
Bank of America
BAC
|
$5.14M |
| 3 |
Tapestry
TPR
|
$5.07M |
| 4 |
Chipotle Mexican Grill
CMG
|
$4.97M |
| 5 |
BILL Holdings
BILL
|
$4.5M |
Sector Composition
| 1 | Consumer Discretionary | 17.25% |
| 2 | Technology | 17.2% |
| 3 | Industrials | 11.22% |
| 4 | Healthcare | 10.8% |
| 5 | Financials | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
MakeMyTrip
MMYT
$9.56B
| $507K | 0.09% |
+4,513
| New | +$507K |
|
327
ADMA Biologics
ADMA
$4.03B
| $506K | 0.09% |
29,513
+370
| +1% | +$6.35K |
|
328
CF Industries
CF
$13.7B
| $505K | 0.09% |
5,919
-10,268
| -63% | -$876K |
|
329
Microsoft
MSFT
$3.68T
| $502K | 0.09% |
1,190
-3,333
| -74% | -$1.4M |
|
|
ONC
330
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.6B
| $501K | 0.09% |
+2,715
| New | +$501K |
|
331
Travelers Companies
TRV
$62B
| $501K | 0.09% |
+2,081
| New | +$501K |
|
332
Cable One
CABO
$922M
| $501K | 0.09% |
1,383
+359
| +35% | +$130K |
|
333
Clear Secure
YOU
$3.35B
| $499K | 0.09% |
+18,725
| New | +$499K |
|
334
Kaspi.kz JSC
KSPI
$16.9B
| $494K | 0.09% |
+5,212
| New | +$494K |
|
335
Portland General Electric
POR
$4.69B
| $494K | 0.09% |
+11,314
| New | +$494K |
|
336
Lincoln National
LNC
$7.98B
| $492K | 0.09% |
15,519
-1,568
| -9% | -$49.7K |
|
337
Wolverine World Wide
WWW
$2.59B
| $491K | 0.09% |
22,102
+10,927
| +98% | +$243K |
|
338
Inspire Medical Systems
INSP
$2.56B
| $490K | 0.09% |
2,645
-432
| -14% | -$80.1K |
|
339
Crescent Energy
CRGY
$2.23B
| $489K | 0.09% |
+33,504
| New | +$489K |
|
340
American Express
AXP
$227B
| $488K | 0.09% |
+1,643
| New | +$488K |
|
341
Toro Company
TTC
$8.06B
| $485K | 0.09% |
+6,058
| New | +$485K |
|
342
Saic
SAIC
$4.92B
| $485K | 0.09% |
+4,341
| New | +$485K |
|
343
First Bancorp
FBP
$3.54B
| $481K | 0.08% |
+25,890
| New | +$481K |
|
344
HEICO Class A
HEI.A
$35.1B
| $476K | 0.08% |
+2,560
| New | +$476K |
|
345
Avidity Biosciences
RNA
$6.48B
| $473K | 0.08% |
+16,270
| New | +$473K |
|
346
Workiva
WK
$4.48B
| $473K | 0.08% |
4,320
-10,003
| -70% | -$1.1M |
|
347
Carlisle Companies
CSL
$16.9B
| $472K | 0.08% |
+1,281
| New | +$472K |
|
348
Albemarle
ALB
$9.6B
| $470K | 0.08% |
5,455
+1,849
| +51% | +$159K |
|
349
Old Dominion Freight Line
ODFL
$31.7B
| $468K | 0.08% |
+2,652
| New | +$468K |
|
350
Galicia Financial Group
GGAL
$6.44B
| $466K | 0.08% |
+7,472
| New | +$466K |
|