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
$730M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$6.38M
3
+$5.74M
4
FISV
Fiserv Inc
FISV
+$5.54M
5
ORCL icon
Oracle
ORCL
+$5.52M

Top Sells

1
+$6.31M
2
+$6.07M
3
+$4.88M
4
OXY icon
Occidental Petroleum
OXY
+$4.37M
5
DIS icon
Walt Disney
DIS
+$4.29M

Sector Composition

1 Technology 17.52%
2 Consumer Discretionary 15.55%
3 Financials 13.71%
4 Industrials 12.77%
5 Healthcare 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
801
Sysco
SYY
$35.8B
– –
-39,789
T icon
802
AT&T
T
$181B
– –
-12,566
TAC icon
803
TransAlta
TAC
$4.33B
– –
-62,823
TDW icon
804
Tidewater
TDW
$2.91B
– –
-8,882
TER icon
805
Teradyne
TER
$26.6B
– –
-8,916
TFC icon
806
Truist Financial
TFC
$57.4B
– –
-59,175
TFSL icon
807
TFS Financial
TFSL
$3.83B
– –
-10,306
TGT icon
808
Target
TGT
$40.9B
– –
-28,479
TGTX icon
809
TG Therapeutics
TGTX
$4.92B
– –
-9,522
TNET icon
810
TriNet
TNET
$2.68B
– –
-3,952
TPH icon
811
Tri Pointe Homes
TPH
$2.75B
– –
-19,651
TPR icon
812
Tapestry
TPR
$20.8B
– –
-25,237
TRNO icon
813
Terreno Realty
TRNO
$6.25B
– –
-3,332
TRV icon
814
Travelers Companies
TRV
$64.1B
– –
-902
TTEK icon
815
Tetra Tech
TTEK
$9.47B
– –
-18,187
TWLO icon
816
Twilio
TWLO
$19B
– –
-15,598
TXN icon
817
Texas Instruments
TXN
$145B
– –
-6,855
TXT icon
818
Textron
TXT
$14.2B
– –
-20,490
TYL icon
819
Tyler Technologies
TYL
$20.1B
– –
-371
U icon
820
Unity
U
$15.7B
– –
-24,930
UAL icon
821
United Airlines
UAL
$30.8B
– –
-4,919
UHAL.B icon
822
U-Haul Holding Co Series N
UHAL.B
$8.97B
– –
-4,448
ULCC icon
823
Frontier Group Holdings
ULCC
$895M
– –
-100,358
UPST icon
824
Upstart Holdings
UPST
$3.77B
– –
-9,069
URI icon
825
United Rentals
URI
$53.1B
– –
-854
31 32
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