AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
+4.38%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$727M
AUM Growth
+$727M
(+2.8%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
14.88%
Holding
884
New
380
Increased
99
Reduced
113
Closed
292
Top Buys
| 1 |
Broadcom
AVGO
|
$14.7M |
| 2 |
Pfizer
PFE
|
$14.6M |
| 3 |
Johnson & Johnson
JNJ
|
$12.9M |
| 4 |
Cadence Design Systems
CDNS
|
$9.82M |
| 5 |
CVS Health
CVS
|
$8.29M |
Top Sells
| 1 |
Deere & Co
DE
|
$10.9M |
| 2 |
Cencora
COR
|
$10M |
| 3 |
Schlumberger
SLB
|
$9.79M |
| 4 |
TJX Companies
TJX
|
$9.35M |
| 5 |
Pinduoduo
PDD
|
$8.94M |
Sector Composition
| 1 | Consumer Discretionary | 20.23% |
| 2 | Technology | 15.86% |
| 3 | Healthcare | 14.65% |
| 4 | Financials | 11.59% |
| 5 | Industrials | 11.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$318B
| $5.82M | 0.8% |
+35,653
| New | +$5.82M |
|
27
Yum! Brands
YUM
$40.1B
| $5.81M | 0.8% |
+44,012
| New | +$5.81M |
|
28
DraftKings
DKNG
$23.7B
| $5.75M | 0.79% |
296,769
-54,747
| -16% | -$1.06M |
|
29
Deckers Outdoor
DECK
$18.3B
| $5.5M | 0.76% |
12,230
+1,511
| +14% | +$679K |
|
30
ASML
ASML
$290B
| $5.5M | 0.76% |
+8,076
| New | +$5.5M |
|
31
Union Pacific
UNP
$132B
| $5.32M | 0.73% |
+26,449
| New | +$5.32M |
|
32
Mastercard
MA
$536B
| $5.22M | 0.72% |
+14,373
| New | +$5.22M |
|
33
Wynn Resorts
WYNN
$13.1B
| $5.12M | 0.7% |
45,733
+36,261
| +383% | +$4.06M |
|
34
Chewy
CHWY
$16.8B
| $5.11M | 0.7% |
136,607
+83,052
| +155% | +$3.1M |
|
35
Centene
CNC
$14.8B
| $5.02M | 0.69% |
+79,446
| New | +$5.02M |
|
36
McKesson
MCK
$85.9B
| $4.87M | 0.67% |
+13,687
| New | +$4.87M |
|
37
Albemarle
ALB
$9.43B
| $4.77M | 0.66% |
21,579
-16,341
| -43% | -$3.61M |
|
38
T-Mobile US
TMUS
$284B
| $4.74M | 0.65% |
+32,732
| New | +$4.74M |
|
39
L3Harris
LHX
$51.1B
| $4.63M | 0.64% |
23,579
+22,490
| +2,065% | +$4.41M |
|
40
British American Tobacco
BTI
$120B
| $4.59M | 0.63% |
+130,622
| New | +$4.59M |
|
|
WBA
41
DELISTED
Walgreens Boots Alliance
WBA
| $4.55M | 0.63% |
+131,515
| New | +$4.55M |
|
42
AutoZone
AZO
$70.1B
| $4.2M | 0.58% |
+1,708
| New | +$4.2M |
|
43
Caesars Entertainment
CZR
$5.18B
| $4.15M | 0.57% |
+85,098
| New | +$4.15M |
|
44
Cigna
CI
$80.2B
| $4M | 0.55% |
+15,644
| New | +$4M |
|
45
Lumentum
LITE
$9.37B
| $3.9M | 0.54% |
72,186
+61,539
| +578% | +$3.32M |
|
46
Advance Auto Parts
AAP
$3.54B
| $3.9M | 0.54% |
+32,031
| New | +$3.9M |
|
47
Genuine Parts
GPC
$19B
| $3.84M | 0.53% |
22,925
-9,419
| -29% | -$1.58M |
|
48
CF Industries
CF
$13.7B
| $3.81M | 0.52% |
+52,599
| New | +$3.81M |
|
49
Chubb
CB
$111B
| $3.65M | 0.5% |
18,799
+16,818
| +849% | +$3.27M |
|
50
Rockwell Automation
ROK
$38.1B
| $3.63M | 0.5% |
+12,366
| New | +$3.63M |
|