AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+10.51%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$561M
AUM Growth
+$30M
(+5.7%)
Cap. Flow
-$2.89M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
8.87%
Holding
1,153
New
369
Increased
183
Reduced
204
Closed
397
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$5.79M |
| 2 |
Tyson Foods
TSN
|
+$5.29M |
| 3 |
Whirlpool
WHR
|
+$5.21M |
| 4 |
Skechers
SKX
|
+$4.75M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$4.7M |
Top Sells
| 1 |
American Water Works
AWK
|
+$4.34M |
| 2 |
Cleveland-Cliffs
CLF
|
+$4.33M |
| 3 |
Eversource Energy
ES
|
+$4.09M |
| 4 |
Weyerhaeuser
WY
|
+$3.58M |
| 5 |
HF Sinclair
DINO
|
+$3.42M |
Sector Composition
| 1 | Consumer Discretionary | 19.45% |
| 2 | Technology | 16.84% |
| 3 | Healthcare | 11.28% |
| 4 | Financials | 10.95% |
| 5 | Energy | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Dine Brands
DIN
$365M
| $273K | 0.05% |
+5,504
| New | +$273K |
|
|
CHX
527
DELISTED
ChampionX
CHX
| $271K | 0.05% |
+9,288
| New | +$271K |
|
528
Canadian Imperial Bank of Commerce
CM
$72.6B
| $271K | 0.05% |
+5,634
| New | +$271K |
|
529
HDFC Bank
HDB
$179B
| $270K | 0.05% |
+4,027
| New | +$270K |
|
530
Core Laboratories
CLB
$582M
| $270K | 0.05% |
+15,275
| New | +$270K |
|
531
NETGEAR
NTGR
$817M
| $269K | 0.05% |
18,467
+6,772
| +58% | +$98.7K |
|
532
TechTarget
TTGT
$421M
| $269K | 0.05% |
7,712
+476
| +7% | +$16.6K |
|
533
Newmark Group
NMRK
$3.32B
| $268K | 0.05% |
24,488
+5,443
| +29% | +$59.7K |
|
534
Maravai LifeSciences
MRVI
$353M
| $268K | 0.05% |
+40,922
| New | +$268K |
|
535
Edgewell Personal Care
EPC
$1.05B
| $267K | 0.05% |
+7,281
| New | +$267K |
|
536
Harrow
HROW
$1.45B
| $267K | 0.05% |
23,807
-3,792
| -14% | -$42.5K |
|
537
Adtalem Global Education
ATGE
$4.9B
| $266K | 0.05% |
+4,504
| New | +$266K |
|
538
Stewart Information Services
STC
$2.1B
| $262K | 0.05% |
4,462
-6,768
| -60% | -$398K |
|
|
WIRE
539
DELISTED
Encore Wire Corp
WIRE
| $262K | 0.05% |
+1,225
| New | +$262K |
|
540
Peloton Interactive
PTON
$3.24B
| $262K | 0.05% |
+42,957
| New | +$262K |
|
541
Berkshire Hathaway Class B
BRK.B
$1.06T
| $261K | 0.05% |
+733
| New | +$261K |
|
542
Enpro
NPO
$4.62B
| $261K | 0.05% |
+1,667
| New | +$261K |
|
543
Intapp
INTA
$3.72B
| $259K | 0.05% |
+6,800
| New | +$259K |
|
544
Univest Financial
UVSP
$903M
| $258K | 0.05% |
11,724
-250
| -2% | -$5.51K |
|
545
Simmons First National
SFNC
$3.01B
| $258K | 0.05% |
13,001
-12,126
| -48% | -$241K |
|
546
Evergy
EVRG
$16.3B
| $258K | 0.05% |
4,937
-14,351
| -74% | -$749K |
|
547
Marathon Petroleum
MPC
$55.1B
| $257K | 0.05% |
1,733
-5,321
| -75% | -$789K |
|
548
Gogo Inc
GOGO
$1.39B
| $256K | 0.05% |
+25,308
| New | +$256K |
|
549
Cavco Industries
CVCO
$4.32B
| $256K | 0.05% |
+738
| New | +$256K |
|
550
Arista Networks
ANET
$178B
| $256K | 0.05% |
4,344
-3,060
| -41% | -$180K |
|