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
551
– –
-2,964
552
– –
-1,068
553
– –
-17,682
554
– –
-58,860
555
– –
-6,066
556
– –
-4,094
557
– –
-24,638
558
– –
-24,068
559
– –
-1,262
560
– –
-13,325
561
– –
-9,744
562
– –
-8,415
563
– –
-14,184
564
– –
-1,400
565
– –
-8,622
566
– –
-2,729
567
– –
-3,459
568
– –
-5,922
569
– –
-29,016
570
– –
-8,227
571
– –
-11,959
572
– –
-16,639
573
– –
-6,157
574
– –
-3,010
575
– –
-16,706
21 22
23
24 25