AIM

Aigen Investment Management Portfolio holdings

AUM $432M
1-Year Est. Return 11.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.17%
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
+$16.2M
2
+$11.9M
3
+$10.8M
4
RH icon
RH
RH
+$10M
5
NEE icon
NextEra Energy
NEE
+$9.92M

Top Sells

1
+$18.4M
2
+$15.9M
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
426
$105K 0.02%
18,549
-30,978
427
$102K 0.02%
12,852
-18,540
428
$99K 0.02%
+23,488
429
$89K 0.02%
+10,186
430
$67K 0.01%
+10,150
431
$44K 0.01%
+12,644
432
– –
-1,164
433
– –
-11,454
434
– –
-138,520
435
– –
-44,652
436
– –
-13,324
437
– –
-7,952
438
– –
-7,917
439
– –
-55,366
440
– –
-40,272
441
– –
-14,652
442
– –
-27,067
443
– –
-10,834
444
– –
-7,426
445
– –
-16,135
446
– –
-10,211
447
– –
-112,391
448
– –
-1,356
449
– –
-13,679
450
– –
-27,943
16 17
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