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
– –
-51,178
1002
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-11,059
1003
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-13,864
1004
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-8,154
1005
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-7,395
1006
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-10,195
1007
– –
-17,302
1008
– –
-7,059
1009
– –
-32,563
1010
– –
-38,111
1011
– –
-11,642
1012
– –
-5,827
1013
– –
-10,681
1014
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-20,437
1015
– –
-3,616
1016
– –
-11,404
1017
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-1,048
1018
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-6,740
1019
– –
-9,091
1020
– –
-3,492
1021
– –
-6,524
1022
– –
-5,521
1023
– –
-13,325
1024
– –
-12,320
1025
– –
-45,055
39 40
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