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

Top Buys

1
+$10.3M
2
+$9.18M
3
+$8.26M
4
NUE icon
Nucor
NUE
+$7.77M
5
COST icon
Costco
COST
+$7.27M

Top Sells

1
+$8.98M
2
+$7.33M
3
+$6.04M
4
EXC icon
Exelon
EXC
+$5.27M
5
BALL icon
Ball Corp
BALL
+$5.01M

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
1601
– –
-253,329
1602
– –
-9,483
1603
– –
-25,171
1604
– –
-24,072
1605
– –
-23,079
1606
– –
-42,469
1607
– –
-3,000
1608
– –
-6,796
1609
– –
-2,982
1610
– –
-3,351
1611
– –
-4
1612
– –
-6,509
1613
– –
-7,577
1614
$0 ﹤0.01%
11
+9
1615
– –
-9,515
1616
$0 ﹤0.01%
+35
1617
– –
-2,880
1618
– –
-547
1619
– –
-167
1620
– –
-485
1621
– –
-96,621
1622
– –
-9
1623
– –
-1,632
1624
– –
-324
1625
– –
-12,891
63 64
65
66 67