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
126
$1.55M 0.21%
+12,711
127
$1.54M 0.2%
92,272
-73,119
128
$1.54M 0.2%
20,591
-16,149
129
$1.53M 0.2%
+1,807
130
$1.51M 0.2%
105,728
+95,012
131
$1.51M 0.2%
42,824
+38,674
132
$1.5M 0.2%
16,982
+16,319
133
$1.49M 0.2%
33,585
+33,578
134
$1.48M 0.2%
33,053
-30,135
135
$1.48M 0.2%
118,135
+118,009
136
$1.48M 0.2%
+17,632
137
$1.47M 0.19%
+449,135
138
$1.45M 0.19%
103,850
+70,640
139
$1.45M 0.19%
+19,612
140
$1.44M 0.19%
+31,510
141
$1.43M 0.19%
+90,456
142
$1.43M 0.19%
+48,393
143
$1.43M 0.19%
31,954
+9,564
144
$1.42M 0.19%
+111,020
145
$1.42M 0.19%
+25,412
146
$1.41M 0.19%
+50,262
147
$1.41M 0.19%
68,832
+63,483
148
$1.41M 0.19%
77,432
+77,428
149
$1.4M 0.19%
7,526
+3,720
150
$1.37M 0.18%
16,808
-6,119
4 5
6
7 8