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
$753M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.58M
3
+$9.57M
4
DUK icon
Duke Energy
DUK
+$9.38M
5
COST icon
Costco
COST
+$7.74M

Top Sells

1
+$10M
2
+$7.33M
3
+$6.32M
4
CINF icon
Cincinnati Financial
CINF
+$6.04M
5
JCI icon
Johnson Controls International
JCI
+$5.79M

Sector Composition

1 Technology 14.54%
2 Healthcare 14.02%
3 Financials 13.64%
4 Consumer Discretionary 11.63%
5 Industrials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
+33
1227
$1K ﹤0.01%
+11
1228
$1K ﹤0.01%
+195
1229
$1K ﹤0.01%
+4
1230
$1K ﹤0.01%
+37
1231
$1K ﹤0.01%
+12
1232
$1K ﹤0.01%
+16
1233
$1K ﹤0.01%
+30
1234
$1K ﹤0.01%
21
-1,829
1235
$1K ﹤0.01%
101
-10,997
1236
$1K ﹤0.01%
+60
1237
$1K ﹤0.01%
300
-3,797
1238
– –
-2,656
1239
– –
-740
1240
– –
-12,211
1241
– –
-9,658
1242
– –
-62
1243
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-3,586
1244
– –
-42,228
1245
– –
-91
1246
– –
-200
1247
– –
-153
1248
– –
-66
1249
– –
-31,456
1250
– –
-49,661
48 49
50
51 52