We are live on ! Find out more
AIM

Aigen Investment Management Portfolio holdings

AUM $389M
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
+0.95%
1 Year Est. Return
+16.77%
3 Year Est. Return
+38.84%
5 Year Est. Return
+26.96%
10 Year Est. Return
–
AUM
$389M
AUM Growth
-$42.8M
Cap. Flow
-$28.7M
Cap. Flow %
-7.37%
Top 10 Hldgs %
12.12%
Holding
834
New
284
Increased
102
Reduced
110
Closed
338

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$6.24M
2
SRE icon
Sempra
SRE
+$5.68M
3
COF icon
Capital One
COF
+$5.12M
4
V icon
Visa
V
+$4.63M
5
APD icon
Air Products & Chemicals
APD
+$4.36M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$6.89M
2
MSFT icon
Microsoft
MSFT
+$5.61M
3
PG icon
Procter & Gamble
PG
+$5.41M
4
NFLX icon
Netflix
NFLX
+$5.28M
5
KEY icon
KeyCorp
KEY
+$5.13M

Sector Composition

Rank Sector Weight
1 Financials 17.7%
2 Technology 15.29%
3 Consumer Discretionary 14.91%
4 Industrials 12.84%
5 Healthcare 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSXY
351
Victoria's Secret
VSXY
$6.64B
$273K 0.07%
5,893
-23,408
-80% -$1.31M
KBH icon
352
KB Home
KBH
$3.49B
$267K 0.07%
+5,162
New +$304K
PTC icon
353
PTC
PTC
$13.6B
$262K 0.07%
+1,841
New +$291K
PLNT icon
354
Planet Fitness
PLNT
$4.32B
$261K 0.07%
+3,514
New +$309K
FITB
355
Fifth Third Bancorp
FITB
$52.2B
$260K 0.07%
+5,605
New +$276K
CENTA icon
356
Central Garden & Pet Co Class A
CENTA
$2.4B
$260K 0.07%
8,024
-5,306
-40% -$169K
PRMB
357
Primo Brands
PRMB
$8.27B
$260K 0.07%
+13,783
New +$266K
CPB icon
358
Campbell Soup
CPB
$6.46B
$256K 0.07%
11,516
-16,035
-58% -$412K
AWI icon
359
Armstrong World Industries
AWI
$6.91B
$255K 0.07%
+1,548
New +$283K
SITM icon
360
SiTime
SITM
$16.4B
$255K 0.07%
+737
New +$271K
CNM icon
361
Core & Main
CNM
$8.18B
$255K 0.07%
5,152
+287
+6% +$15.5K
EQH icon
362
Equitable Holdings
EQH
$13.1B
$254K 0.07%
+6,844
New +$293K
DEO icon
363
Diageo
DEO
$46.4B
$253K 0.07%
3,404
-14,533
-81% -$1.27M
WFG icon
364
West Fraser Timber
WFG
$5.21B
$253K 0.06%
2,780
-5,645
-67% -$381K
AMZN icon
365
Amazon
AMZN
$2.51T
$252K 0.06%
1,210
-21,730
-95% -$4.78M
CERT icon
366
Certara
CERT
$1.15B
$251K 0.06%
+44,014
New +$336K
YUM icon
367
Yum! Brands
YUM
$41.1B
$250K 0.06%
1,606
-703
-30% -$111K
CCS icon
368
Century Communities
CCS
$2.01B
$249K 0.06%
+4,339
New +$279K
NEU icon
369
NewMarket
NEU
$7.1B
$249K 0.06%
+388
New +$252K
MPB icon
370
Mid Penn Bancorp
MPB
$945M
$248K 0.06%
+7,712
New +$250K
FRO icon
371
Frontline
FRO
$8.71B
$247K 0.06%
+7,082
New +$216K
AM icon
372
Antero Midstream
AM
$10.9B
$247K 0.06%
+10,817
New +$223K
PLOW icon
373
Douglas Dynamics
PLOW
$1.08B
$246K 0.06%
+5,846
New +$236K
UTL icon
374
Unitil
UTL
$1,000M
$245K 0.06%
4,699
-68
-1% -$3.48K
TTWO icon
375
Take-Two Interactive
TTWO
$42.9B
$245K 0.06%
+1,242
New +$270K
13 14
15
16 17

Similar funds

SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
WCM
Winthrop Capital Management Carmel, Indiana $389M AUM 16.76% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
CFA
CWS Financial Advisors Kalamazoo, Michigan $390M AUM 9.49% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return

Aigen Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Aigen Investment Management held 834 positions worth $389M, down 9.9% from $432M the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Aigen Investment Management withdrew a net $28.7M in Q1 2026, closing 338 positions and reducing 110 holdings. Its most notable exit was Procter & Gamble, an estimated $5.41M position sold in full.

By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Aigen Investment Management opened a new position in Sempra worth $6.03M.

  • Aigen Investment Management's largest Q1 2026 buy was Sempra: 62,030 shares worth $6.03M.
  • Aigen Investment Management added most to Home Depot in Q1 2026, an estimated $6.24M increase.
  • Aigen Investment Management's biggest Q1 2026 reduction was Blackrock, cutting an estimated $6.89M.
  • Aigen Investment Management fully exited Procter & Gamble in Q1 2026, selling an estimated $5.41M.
  • Aigen Investment Management's ten largest holdings make up 12% of its $389M portfolio in Q1 2026.
  • Aigen Investment Management opened 284 new positions and closed 338 in Q1 2026.
  • Aigen Investment Management's portfolio value fell 9.9% quarter-over-quarter to $389M.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.