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
1601
– –
-4
1602
– –
-136,153
1603
– –
-7,055
1604
– –
-17
1605
– –
-31
1606
– –
-3,128
1607
– –
-3
1608
– –
-68
1609
– –
-5,164
1610
– –
-864
1611
– –
-4,851
1612
– –
-12,495
1613
– –
-83,849
1614
– –
-9,515
1615
– –
-2,602
1616
– –
-325
1617
– –
-7
1618
– –
-67,876
1619
– –
-1,809
1620
– –
-54,343
1621
– –
-36,778
1622
– –
-23,931
1623
– –
-155
1624
– –
-10,138
1625
– –
-4
63 64
65
66 67