AIM
Aigen Investment Management Portfolio holdings
AUM
$730M
This Quarter Return
-5.31%
1 Year Return
+13.63%
3 Year Return
+38.05%
5 Year Return
+65.25%
10 Year Return
–
AUM
$531M
AUM Growth
+$531M
(-22%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-23.08%
Top 10 Holdings %
Top 10 Hldgs %
7.58%
Holding
1,143
New
432
Increased
179
Reduced
173
Closed
359
Top Buys
| 1 |
Cleveland-Cliffs
CLF
|
$4.97M |
| 2 |
American Water Works
AWK
|
$4.77M |
| 3 |
Weyerhaeuser
WY
|
$3.58M |
| 4 |
HF Sinclair
DINO
|
$3.42M |
| 5 |
Genuine Parts
GPC
|
$2.89M |
Top Sells
| 1 |
Marsh & McLennan
MMC
|
$7.92M |
| 2 |
Apple
AAPL
|
$7.58M |
| 3 |
On Holding
ONON
|
$7.25M |
| 4 |
Kimberly-Clark
KMB
|
$6.76M |
| 5 |
Ferguson
FERG
|
$6.64M |
Sector Composition
| 1 | Consumer Discretionary | 19.09% |
| 2 | Technology | 15.69% |
| 3 | Healthcare | 11.72% |
| 4 | Industrials | 10.63% |
| 5 | Financials | 10.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
McKesson
MCK
$85.4B
| $1.56M | 0.29% | +3,579 | New | +$1.56M |
|
77
Vital Energy
VTLE
$690M
| $1.53M | 0.29% | +27,595 | New | +$1.53M |
|
78
Lennox International
LII
$19.6B
| $1.5M | 0.28% | 3,995 +2,372 | +146% | +$888K |
|
79
DraftKings
DKNG
$23.8B
| $1.48M | 0.28% | 50,173 +8,667 | +21% | +$255K |
|
80
Brighthouse Financial
BHF
$2.7B
| $1.46M | 0.28% | 29,877 +1,384 | +5% | +$67.7K |
|
81
GitLab
GTLB
$7.93B
| $1.46M | 0.28% | +32,275 | New | +$1.46M |
|
82
Citizens Financial Group
CFG
$22.6B
| $1.46M | 0.27% | 54,447 -5,272 | -9% | -$141K |
|
|
ARCH
83
DELISTED
Arch Resources, Inc.
ARCH
| $1.45M | 0.27% | 8,518 +4,958 | +139% | +$846K |
|
84
Permian Resources
PR
$10B
| $1.43M | 0.27% | +102,736 | New | +$1.43M |
|
85
Merck
MRK
$210B
| $1.43M | 0.27% | +13,870 | New | +$1.43M |
|
86
Citigroup
C
$178B
| $1.42M | 0.27% | 34,616 +22,382 | +183% | +$921K |
|
87
Ulta Beauty
ULTA
$22.1B
| $1.41M | 0.27% | +3,532 | New | +$1.41M |
|
|
CPE
88
DELISTED
Callon Petroleum Company
CPE
| $1.4M | 0.26% | +35,758 | New | +$1.4M |
|
89
Designer Brands
DBI
$181M
| $1.4M | 0.26% | 110,325 -35,506 | -24% | -$450K |
|
90
Crocs
CROX
$4.76B
| $1.39M | 0.26% | 15,767 +6,041 | +62% | +$533K |
|
91
Doximity
DOCS
$12.7B
| $1.38M | 0.26% | 65,185 +40,223 | +161% | +$854K |
|
92
Armstrong World Industries
AWI
$8.47B
| $1.38M | 0.26% | 19,203 -15,540 | -45% | -$1.12M |
|
93
Ashland
ASH
$2.57B
| $1.38M | 0.26% | 16,899 -7,206 | -30% | -$589K |
|
94
Trade Desk
TTD
$26.7B
| $1.36M | 0.26% | 17,382 +6,135 | +55% | +$479K |
|
95
Vistra
VST
$64.1B
| $1.36M | 0.26% | 40,903 -27,335 | -40% | -$907K |
|
96
Targa Resources
TRGP
$36.1B
| $1.34M | 0.25% | +15,600 | New | +$1.34M |
|
97
Hilton Worldwide
HLT
$64.9B
| $1.33M | 0.25% | 8,863 +3,982 | +82% | +$598K |
|
98
Premier
PINC
$2.14B
| $1.33M | 0.25% | +61,677 | New | +$1.33M |
|
99
Samsara
IOT
$20.6B
| $1.32M | 0.25% | 52,311 -3,397 | -6% | -$85.6K |
|
100
Hims & Hers Health
HIMS
$9.57B
| $1.32M | 0.25% | 209,086 +40,654 | +24% | +$256K |
|