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
$595M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.87M
3
+$7.58M
4
PEP icon
PepsiCo
PEP
+$7.3M
5
ETR icon
Entergy
ETR
+$7.25M

Top Sells

1
+$11.8M
2
+$10.9M
3
+$9.99M
4
SWK icon
Stanley Black & Decker
SWK
+$8.47M
5
DE icon
Deere & Co
DE
+$6.96M

Sector Composition

1 Consumer Discretionary 17.54%
2 Financials 13.55%
3 Technology 13.16%
4 Industrials 11.69%
5 Healthcare 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-22,974
627
– –
-3,579
628
– –
-10,354
629
– –
-132,611
630
– –
-48,456
631
– –
-5,735
632
– –
-4,878
633
– –
-1,674
634
– –
-26,896
635
– –
-3,334
636
– –
-23,688
637
– –
-4,556
638
– –
-12,881
639
– –
-69,055
640
– –
-49,129
641
– –
-46,846
642
– –
-16,181
643
– –
-13,769
644
– –
-35,070
645
– –
-12,937
646
– –
-10,679
647
– –
-19,519
648
– –
-12,527
649
– –
-10,600
650
– –
-57,853
24 25
26
27 28