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
$531M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.77M
3
+$3.58M
4
DINO icon
HF Sinclair
DINO
+$3.42M
5
GPC icon
Genuine Parts
GPC
+$2.89M

Top Sells

1
+$7.92M
2
+$7.58M
3
+$7.25M
4
KMB icon
Kimberly-Clark
KMB
+$6.76M
5
FERG icon
Ferguson
FERG
+$6.64M

Sector Composition

1 Consumer Discretionary 19.09%
2 Technology 15.59%
3 Healthcare 11.97%
4 Industrials 10.63%
5 Financials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-13,171
802
– –
-11,213
803
– –
-28,151
804
– –
-7,953
805
– –
-30,295
806
– –
-4,857
807
– –
-7,217
808
– –
-11,016
809
– –
-3,427
810
– –
-8,493
811
– –
-737
812
– –
-9,058
813
– –
-5,142
814
– –
-15,407
815
– –
-900
816
– –
-7,710
817
– –
-13,153
818
– –
-4,428
819
– –
-10,357
820
– –
-17,681
821
– –
-18,321
822
– –
-4,318
823
– –
-43,793
824
– –
-23,269
825
– –
-7,653
31 32
33
34 35