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
$727M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.8M
3
+$13.5M
4
CVS icon
CVS Health
CVS
+$9.36M
5
CDNS icon
Cadence Design Systems
CDNS
+$8.84M

Top Sells

1
+$11M
2
+$10M
3
+$9.79M
4
TJX icon
TJX Companies
TJX
+$9.35M
5
PDD icon
Pinduoduo
PDD
+$8.94M

Sector Composition

1 Consumer Discretionary 20.23%
2 Technology 15.83%
3 Healthcare 14.65%
4 Financials 11.59%
5 Industrials 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-7,360
627
– –
-60,497
628
– –
-5,646
629
– –
-9,699
630
– –
-4,824
631
– –
-14,102
632
– –
-2,841
633
– –
-112,851
634
– –
-12,268
635
– –
-19,998
636
– –
-3,615
637
– –
-7,345
638
– –
-10,751
639
– –
-6,492
640
– –
-1,055
641
– –
-16,646
642
– –
-12,490
643
– –
-40,664
644
– –
-51,124
645
– –
-98,859
646
– –
-2,015
647
– –
-801
648
– –
-53,110
649
– –
-29,135
650
– –
-6,812
24 25
26
27 28