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
451
– –
-36,453
452
– –
-24,594
453
– –
-46,459
454
– –
-25,634
455
– –
-12,116
456
– –
-32,847
457
– –
-7,428
458
– –
-3,391
459
– –
-12,656
460
– –
-5,599
461
– –
-10,518
462
– –
-8,662
463
– –
-17,902
464
– –
-58,876
465
– –
-26,978
466
– –
-2,636
467
– –
-5,437
468
– –
-3,437
469
– –
-109,391
470
– –
-4,595
471
– –
-8,026
472
– –
-5,253
473
– –
-11,979
474
– –
-4,223
475
– –
-9,309
17 18
19
20 21