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
1026
– –
-830
1027
– –
-2,240
1028
– –
-3,844
1029
– –
-12,466
1030
– –
-4,901
1031
– –
-1,431
1032
– –
-52,491
1033
– –
-4,967
1034
– –
-14,987
1035
– –
-1,346
1036
– –
-19,303
1037
– –
-88,717
1038
– –
-33,099
1039
– –
-13,078
1040
– –
-5,743
1041
– –
-10,496
1042
– –
-2,967
1043
– –
-46,630
1044
– –
-8,759
1045
– –
-3,974
1046
– –
-3,538
1047
– –
-6,520
1048
– –
-16,880
1049
– –
-104,982
1050
– –
-7,121
40 41
42
43 44