AIM

Aigen Investment Management Portfolio holdings

AUM $646M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
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
+$15.7M
2
+$12.1M
3
+$10.7M
4
RH icon
RH
RH
+$10.5M
5
NEE icon
NextEra Energy
NEE
+$9.68M

Top Sells

1
+$18.4M
2
+$15.2M
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
626
– –
-10,054
627
– –
-2,866
628
– –
-37,091
629
– –
-20,004
630
– –
-42,570
631
– –
-9,711
632
– –
-19,429
633
– –
-10,817
634
– –
-18,694
635
– –
-4,826
636
– –
-7,368
637
– –
-20,170
638
– –
-7,454
639
– –
-32,306
640
– –
-13,826
641
– –
-4,521
642
– –
-6,139
643
– –
-3,419
644
– –
-20,708
645
– –
-15,799
646
– –
-27,040
647
– –
-3,033
648
– –
-11,454
649
– –
-2,938
650
– –
-16,580
24 25
26
27 28