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
1526
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-3,876
1527
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-17,419
1528
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1529
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1530
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1531
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1532
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-31,672
1533
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-170,732
1534
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1535
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-21,599
1536
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-14,252
1537
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-26,646
1538
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-15,171
1539
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-8,147
1540
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-30,992
1541
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1542
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1543
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1544
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1545
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1546
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-3,550
1547
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-2,817
1548
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1549
– –
-1,987
1550
– –
-16,268
60 61
62
63 64