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
1101
– –
-43,466
1102
– –
-722
1103
– –
-12,903
1104
– –
-4,838
1105
– –
-10,555
1106
– –
-19,637
1107
– –
-8,635
1108
– –
-1,911
1109
– –
-9,802
1110
– –
-20,665
1111
– –
-52,432
1112
– –
-53,911
1113
– –
-20,174
1114
– –
-2,884
1115
– –
-13,729
1116
– –
-10,672
1117
– –
-915
1118
– –
-22,336
1119
– –
-4,680
1120
– –
-21,971
1121
– –
-7,384
1122
– –
-18,055
1123
– –
-52,286
1124
– –
-1,852
1125
– –
-12,546
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