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
1626
– –
-4,587
1627
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-6,509
1628
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-4,925
1629
– –
-48
1630
$0 ﹤0.01%
+35
1631
– –
-2,880
1632
– –
-547
1633
– –
-167
1634
– –
-485
1635
– –
-96,621
1636
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-9
1637
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-1,632
1638
– –
-324
1639
– –
-12,891
1640
– –
-15
1641
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-58
1642
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-719
1643
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-3,367
1644
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-1,525
1645
– –
-1,075
1646
– –
-25,922
1647
– –
-12,683
1648
– –
-1,739
1649
$0 ﹤0.01%
+6
1650
– –
-6,668
64 65
66
67 68