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
576
– –
-20,841
577
– –
-8,897
578
– –
-4,785
579
– –
-3,439
580
– –
-100,088
581
– –
-16,580
582
– –
-13,195
583
– –
-6,689
584
– –
-144,249
585
– –
-6,774
586
– –
-22,827
587
– –
-13,729
588
– –
-49,293
589
– –
-15,595
590
– –
-6,092
591
– –
-7,743
592
– –
-19,768
593
– –
-30,875
594
– –
-8,498
595
– –
-21,830
596
– –
-23,751
597
– –
-8,372
598
– –
-24,733
599
– –
-33,821
600
– –
-19,540
22 23
24
25 26