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
1001
– –
-36,745
1002
– –
-18,966
1003
– –
-41,129
1004
– –
-96,619
1005
– –
-14,220
1006
– –
-12,159
1007
– –
-9,905
1008
– –
-13,107
1009
– –
-16,772
1010
– –
-53,988
1011
– –
-8,986
1012
– –
-26,959
1013
– –
-13,635
1014
– –
-14,081
1015
– –
-9,802
1016
– –
-8,903
1017
– –
-11,880
1018
– –
-11,987
1019
– –
-3,944
1020
– –
-15,877
1021
– –
-15,810
1022
– –
-3,501
1023
– –
-7,680
1024
– –
-998
1025
– –
-11,537
39 40
41
42 43