AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
1-Year Return
13.63%
This Quarter Return
+8.42%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$730M
AUM Growth
+$103M
(+16%)
Cap. Flow
+$80.9M
Cap. Flow
% of AUM
11.09%
Top 10 Holdings %
Top 10 Hldgs %
8.74%
Holding
1,126
New
399
Increased
185
Reduced
164
Closed
376
Top Buys
| 1 |
Amphenol
APH
|
+$9.19M |
| 2 |
Union Pacific
UNP
|
+$6.38M |
| 3 |
McDonald's
MCD
|
+$5.74M |
| 4 |
Fiserv
FI
|
+$5.54M |
| 5 |
Oracle
ORCL
|
+$5.52M |
Top Sells
| 1 |
US Bancorp
USB
|
+$6.31M |
| 2 |
Aon
AON
|
+$6.07M |
| 3 |
Applied Materials
AMAT
|
+$4.88M |
| 4 |
Occidental Petroleum
OXY
|
+$4.37M |
| 5 |
Walt Disney
DIS
|
+$4.29M |
Sector Composition
| 1 | Technology | 17.52% |
| 2 | Consumer Discretionary | 15.55% |
| 3 | Financials | 13.71% |
| 4 | Industrials | 12.77% |
| 5 | Healthcare | 10.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Cars.com
CARS
$823M
| $225K | 0.03% |
+18,994
| New | +$225K |
|
627
CG Oncology
CGON
$2.55B
| $222K | 0.03% |
+8,556
| New | +$222K |
|
628
OceanFirst Financial
OCFC
$1.03B
| $222K | 0.03% |
12,603
+2,324
| +23% | +$40.9K |
|
629
Caleres
CAL
$515M
| $222K | 0.03% |
+18,157
| New | +$222K |
|
630
HNI Corp
HNI
$2.09B
| $222K | 0.03% |
+4,506
| New | +$222K |
|
631
American Homes 4 Rent
AMH
$12.8B
| $222K | 0.03% |
+6,142
| New | +$222K |
|
632
Sociedad Química y Minera de Chile
SQM
$11.8B
| $221K | 0.03% |
+6,277
| New | +$221K |
|
633
Perdoceo Education
PRDO
$2.17B
| $220K | 0.03% |
+6,728
| New | +$220K |
|
634
FB Financial Corp
FBK
$2.85B
| $219K | 0.03% |
+4,829
| New | +$219K |
|
635
OneMain Financial
OMF
$7.23B
| $218K | 0.03% |
+3,831
| New | +$218K |
|
636
Semrush
SEMR
$1.15B
| $218K | 0.03% |
24,063
+11,056
| +85% | +$100K |
|
637
Asana
ASAN
$3.29B
| $217K | 0.03% |
+16,097
| New | +$217K |
|
638
Skywest
SKYW
$4.35B
| $217K | 0.03% |
2,106
-4,335
| -67% | -$446K |
|
|
AAT
639
American Assets Trust
AAT
$1.23B
| $216K | 0.03% |
+10,958
| New | +$216K |
|
640
MDU Resources
MDU
$3.28B
| $215K | 0.03% |
+12,882
| New | +$215K |
|
641
Plexus
PLXS
$3.68B
| $215K | 0.03% |
+1,587
| New | +$215K |
|
642
Dine Brands
DIN
$360M
| $213K | 0.03% |
8,772
-1,355
| -13% | -$33K |
|
643
Century Aluminum
CENX
$2.03B
| $212K | 0.03% |
+11,792
| New | +$212K |
|
644
V2X
VVX
$1.72B
| $212K | 0.03% |
+4,373
| New | +$212K |
|
645
United Bankshares
UBSI
$5.35B
| $212K | 0.03% |
5,815
-14,780
| -72% | -$538K |
|
|
ALEX
646
Alexander & Baldwin
ALEX
$1.37B
| $212K | 0.03% |
11,880
-16,634
| -58% | -$297K |
|
647
Navient
NAVI
$1.34B
| $212K | 0.03% |
15,014
+1,215
| +9% | +$17.1K |
|
648
Universal Corp
UVV
$1.37B
| $210K | 0.03% |
+3,612
| New | +$210K |
|
649
Cathay General Bancorp
CATY
$3.4B
| $210K | 0.03% |
+4,618
| New | +$210K |
|
650
Southside Bancshares
SBSI
$916M
| $210K | 0.03% |
+7,139
| New | +$210K |
|