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
826
– –
-15,900
827
– –
-1,251
828
– –
-2,488
829
– –
-15,085
830
– –
-26,394
831
– –
-12,730
832
– –
-1,287
833
– –
-1,322
834
– –
-89,055
835
– –
-26,719
836
– –
-18,858
837
– –
-2,808
838
– –
-29,480
839
– –
-1,669
840
– –
-952
841
– –
-16,552
842
– –
-8,602
843
– –
-3,285
844
– –
-20,730
845
– –
-1,990
846
– –
-11,815
847
– –
-1,813
848
– –
-13,041
849
– –
-11,731
850
– –
-16,841
32 33
34
35 36