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
701
– –
-11,616
702
– –
-19,243
703
– –
-14,553
704
– –
-14,703
705
– –
-36,515
706
– –
-65,193
707
– –
-29,955
708
– –
-45,629
709
– –
-7,875
710
– –
-30,007
711
– –
-56,142
712
– –
-21,588
713
– –
-21,721
714
– –
-2,625
715
– –
-15,291
716
– –
-11,902
717
– –
-200
718
– –
-41,472
719
– –
-7,317
720
– –
-25,324
721
– –
-44,245
722
– –
-22,736
723
– –
-7,426
724
– –
-17,078
725
– –
-3,300
27 28
29
30 31