AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+8.42%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$730M
AUM Growth
+$103M
(+16%)
Cap. Flow
+$80.9M
Cap. Flow
% of AUM
11.09%
Top 10 Holdings %
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376
Top Buys
| 1 |
Amphenol
APH
|
+$9.19M |
| 2 |
Union Pacific
UNP
|
+$6.38M |
| 3 |
McDonald's
MCD
|
+$5.74M |
| 4 |
Fiserv
FI
|
+$5.54M |
| 5 |
Oracle
ORCL
|
+$5.52M |
Top Sells
| 1 |
US Bancorp
USB
|
+$6.31M |
| 2 |
Aon
AON
|
+$6.07M |
| 3 |
Applied Materials
AMAT
|
+$4.88M |
| 4 |
Occidental Petroleum
OXY
|
+$4.37M |
| 5 |
Walt Disney
DIS
|
+$4.29M |
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Consumer Discretionary | 15.55% |
| 3 | Financials | 13.71% |
| 4 | Industrials | 12.77% |
| 5 | Healthcare | 10.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Universal Health Services
UHS
$11.8B
| $264K | 0.04% |
+1,455
| New | +$264K |
|
577
Capital Southwest
CSWC
$1.28B
| $261K | 0.04% |
+11,822
| New | +$261K |
|
578
Kiniksa Pharmaceuticals
KNSA
$2.7B
| $260K | 0.04% |
+9,410
| New | +$260K |
|
579
Nutanix
NTNX
$20.1B
| $260K | 0.04% |
3,398
-7,890
| -70% | -$603K |
|
580
iRhythm Technologies
IRTC
$6B
| $260K | 0.04% |
+1,686
| New | +$260K |
|
581
Cogent Communications
CCOI
$1.81B
| $259K | 0.04% |
+5,374
| New | +$259K |
|
582
Vontier
VNT
$6.24B
| $258K | 0.04% |
+6,987
| New | +$258K |
|
583
Goodyear
GT
$2.44B
| $255K | 0.04% |
+24,616
| New | +$255K |
|
584
Ascendis Pharma
ASND
$12.3B
| $255K | 0.03% |
1,475
+12
| +0.8% | +$2.07K |
|
585
PROG Holdings
PRG
$1.38B
| $254K | 0.03% |
8,639
-8,673
| -50% | -$255K |
|
586
Grindr
GRND
$3B
| $253K | 0.03% |
11,153
-12,689
| -53% | -$288K |
|
587
Live Oak Bancshares
LOB
$1.68B
| $253K | 0.03% |
+8,481
| New | +$253K |
|
588
Travere Therapeutics
TVTX
$1.89B
| $248K | 0.03% |
+16,789
| New | +$248K |
|
589
HCI Group
HCI
$2.26B
| $248K | 0.03% |
+1,631
| New | +$248K |
|
590
Nutrien
NTR
$27.6B
| $248K | 0.03% |
+4,257
| New | +$248K |
|
591
Prospect Capital
PSEC
$1.33B
| $248K | 0.03% |
77,875
+27,748
| +55% | +$88.2K |
|
592
Merus
MRUS
$5.09B
| $247K | 0.03% |
+4,696
| New | +$247K |
|
593
Commault Systems
CVLT
$8.13B
| $245K | 0.03% |
+1,407
| New | +$245K |
|
594
Arlo Technologies
ARLO
$1.84B
| $244K | 0.03% |
+14,410
| New | +$244K |
|
595
ServisFirst Bancshares
SFBS
$4.65B
| $244K | 0.03% |
+3,153
| New | +$244K |
|
596
RB Global
RBA
$21.5B
| $244K | 0.03% |
+1,689
| New | +$244K |
|
597
First Financial Bancorp
FFBC
$2.46B
| $244K | 0.03% |
+10,072
| New | +$244K |
|
598
PennyMac Financial
PFSI
$6.18B
| $244K | 0.03% |
+2,451
| New | +$244K |
|
599
Kelly Services Class A
KELYA
$472M
| $243K | 0.03% |
20,717
-8,392
| -29% | -$98.3K |
|
600
Cogent Biosciences
COGT
$1.8B
| $243K | 0.03% |
+33,784
| New | +$243K |
|