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
1001
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-43,368
1002
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1003
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-8,748
1004
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1005
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1006
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-5,560
1007
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-23,232
1008
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-40,112
1009
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-18,596
1010
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-10,195
1011
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-17,302
1012
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-43,922
1013
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-30,394
1014
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-4,624
1015
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-7,059
1016
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-32,563
1017
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-147,622
1018
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-38,111
1019
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-11,642
1020
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-5,827
1021
– –
-10,681
1022
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-20,437
1023
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-3,616
1024
– –
-11,404
1025
– –
-1,048
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