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
1026
– –
-6,740
1027
– –
-9,091
1028
– –
-3,492
1029
– –
-6,524
1030
– –
-5,521
1031
– –
-13,325
1032
– –
-12,320
1033
– –
-45,055
1034
– –
-37,800
1035
– –
-5,920
1036
– –
-4,556
1037
– –
-3,642
1038
– –
-29,557
1039
– –
-17,314
1040
– –
-17,822
1041
– –
-31,923
1042
– –
-8,451
1043
– –
-35,484
1044
– –
-11,489
1045
– –
-3,758
1046
– –
-7,010
1047
– –
-5,882
1048
– –
-38,435
1049
– –
-20,097
1050
– –
-23,039
39 40 41
42
43