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
376
$232K 0.04%
3,074
-1,677
377
$232K 0.04%
4,633
-686
378
$231K 0.04%
+5,628
379
$231K 0.04%
+6,531
380
$230K 0.04%
635
-2,794
381
$230K 0.04%
+6,734
382
$229K 0.04%
1,900
-91
383
$229K 0.04%
+6,394
384
$226K 0.04%
2,791
-3,167
385
$219K 0.04%
+4,583
386
$218K 0.04%
+8,236
387
$214K 0.04%
3,778
-6,115
388
$211K 0.04%
+5,640
389
$210K 0.04%
+2,495
390
$210K 0.04%
+15,878
391
$209K 0.04%
6,338
-12,645
392
$207K 0.04%
+3,850
393
$206K 0.04%
11,742
-4,457
394
$206K 0.04%
33,588
+8,421
395
$205K 0.04%
9,041
-12,196
396
$205K 0.04%
9,531
-909
397
$205K 0.04%
5,324
-2,937
398
$205K 0.04%
6,965
-590
399
$204K 0.04%
+7,213
400
$203K 0.04%
+4,525
14 15
16
17 18