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
$697M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.77M
3
+$9.03M
4
PBR icon
Petrobras
PBR
+$8.54M
5
KO icon
Coca-Cola
KO
+$8.46M

Top Sells

1
+$7.89M
2
+$7.22M
3
+$7.01M
4
DIS icon
Walt Disney
DIS
+$6.45M
5
VZ icon
Verizon
VZ
+$6.25M

Sector Composition

1 Consumer Discretionary 18.09%
2 Technology 16.42%
3 Healthcare 13.47%
4 Financials 10.76%
5 Energy 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-9,922
602
– –
-17,676
603
– –
-21,035
604
– –
-32,490
605
– –
-16,593
606
– –
-53,984
607
– –
-14,819
608
– –
-295,264
609
– –
-38,367
610
– –
-3,426
611
– –
-66,240
612
– –
-12,524
613
– –
-21,321
614
– –
-13,129
615
– –
-30,907
616
– –
-58,072
617
– –
-87,744
618
– –
-3,662
619
– –
-10,008
620
– –
-11,443
621
– –
-19,292
622
– –
-2,996
623
– –
-4,927
624
– –
-10,350
625
– –
-37,356
23 24
25
26 27