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
$697M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.77M
3
+$9.03M
4
PBR icon
Petrobras
PBR
+$8.54M
5
KO icon
Coca-Cola
KO
+$8.46M

Top Sells

1
+$7.89M
2
+$7.22M
3
+$7.01M
4
DIS icon
Walt Disney
DIS
+$6.45M
5
VZ icon
Verizon
VZ
+$6.25M

Sector Composition

1 Consumer Discretionary 18.09%
2 Technology 16.42%
3 Healthcare 13.47%
4 Financials 10.76%
5 Energy 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-14,582
652
– –
-13,170
653
– –
-10,978
654
– –
-17,540
655
– –
-31,876
656
– –
-10,144
657
– –
-24,343
658
– –
-9,393
659
– –
-3,974
660
– –
-6,383
661
– –
-123,249
662
– –
-218,395
663
– –
-16,237
664
– –
-1,083
665
– –
-6,362
666
– –
-8,999
667
– –
-17,286
668
– –
-1,004
669
– –
-5,595
670
– –
-24,501
671
– –
-77,343
672
– –
-4,944
673
– –
-13,661
674
– –
-32,237
675
– –
-60,332
25 26
27
28 29