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
1401
– –
-19,937
1402
– –
-1,748
1403
– –
-498
1404
– –
-9,769
1405
– –
-3,419
1406
– –
-841
1407
– –
-9,709
1408
– –
-7,213
1409
– –
-34,237
1410
– –
-37,162
1411
– –
-636
1412
– –
-3,345
1413
– –
-14,928
1414
– –
-1,713
1415
– –
-6,407
1416
– –
-72,074
1417
– –
-990
1418
– –
-17
1419
– –
-58,383
1420
– –
-2,607
1421
– –
-55
1422
– –
-16,996
1423
– –
-2,230
1424
– –
-8,275
1425
– –
-48,509
55 56
57
58 59