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
$574M
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$12.1M
3
+$10.7M
4
RH icon
RH
RH
+$10.5M
5
NEE icon
NextEra Energy
NEE
+$9.68M

Top Sells

1
+$18.4M
2
+$15.2M
3
+$14.8M
4
GS icon
Goldman Sachs
GS
+$11.1M
5
PEP icon
PepsiCo
PEP
+$10.6M

Sector Composition

1 Technology 20.65%
2 Healthcare 16.25%
3 Consumer Discretionary 15.09%
4 Industrials 12.07%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-154,109
677
– –
-10,042
678
– –
-18,796
679
– –
-69,028
680
– –
-11,664
681
– –
-5,093
682
– –
-1,690
683
– –
-3,129
684
– –
-6,852
685
– –
-25,901
686
– –
-12,466
687
– –
-8,385
688
– –
-11,493
689
– –
-34,523
690
– –
-6,510
691
– –
-12,192
692
– –
-7,875
693
– –
-30,007
694
– –
-56,142
695
– –
-21,588
696
– –
-21,721
697
– –
-2,625
698
– –
-15,291
699
– –
-2,938
700
– –
-16,580
26 27
28
29 30