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
$514M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,071
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.91M
3
+$4.44M
4
PSX icon
Phillips 66
PSX
+$4.04M
5
RTX icon
RTX Corp
RTX
+$3.95M

Top Sells

1
+$6.63M
2
+$4.76M
3
+$4.03M
4
LIN icon
Linde
LIN
+$3.44M
5
AAPL icon
Apple
AAPL
+$3.19M

Sector Composition

1 Consumer Discretionary 21.15%
2 Technology 15.58%
3 Industrials 13.47%
4 Financials 11.94%
5 Healthcare 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$52.5K 0.01%
+14,675
727
$50.3K 0.01%
10,242
-16,113
728
$47.2K 0.01%
+13,484
729
$46.9K 0.01%
+12,408
730
$40.1K 0.01%
+24,428
731
$40K 0.01%
+12,112
732
$28.6K 0.01%
+11,985
733
$26K 0.01%
+895
734
– –
-6,179
735
– –
-32,812
736
– –
-6,479
737
– –
-8,043
738
– –
-4,719
739
– –
-14,790
740
– –
-4,837
741
– –
-15,616
742
– –
-5,895
743
– –
-13,775
744
– –
-37,514
745
– –
-10,352
746
– –
-5,181
747
– –
-15,745
748
– –
-902
749
– –
-4,015
750
– –
-17,317
28 29
30
31 32