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
$521M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.42M
3
+$7.49M
4
PINS icon
Pinterest
PINS
+$7.39M
5
CARR icon
Carrier Global
CARR
+$6.48M

Top Sells

1
+$17.2M
2
+$15.1M
3
+$14.3M
4
WFC icon
Wells Fargo
WFC
+$12.1M
5
RH icon
RH
RH
+$10.5M

Sector Composition

1 Technology 18%
2 Industrials 15.1%
3 Consumer Discretionary 11.06%
4 Healthcare 10.29%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-14,783
627
– –
-13,037
628
– –
-7,758
629
– –
-11,432
630
– –
-55,008
631
– –
-13,019
632
– –
-4,633
633
– –
-91,215
634
– –
-15,172
635
– –
-11,633
636
– –
-11,720
637
– –
-57,650
638
– –
-12,757
639
– –
-26,480
640
– –
-6,916
641
– –
-4,114
642
– –
-3,283
643
– –
-16,545
644
– –
-5,221
645
– –
-12,390
646
– –
-29,193
647
– –
-5,097
648
– –
-12,689
649
– –
-10,042
650
– –
-4,318
24 25
26
27 28