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
1701
– –
-44,312
1702
– –
-3,070
1703
– –
-14,976
1704
$0 ﹤0.01%
43
-1,705
1705
– –
-24,761
1706
– –
-15
1707
– –
-5,346
1708
– –
-2,064
1709
– –
-2,626
1710
– –
-12
1711
– –
-8,723
1712
– –
-566
1713
– –
-2,982
1714
– –
-3,351
1715
– –
-4
1716
– –
-3,262
1717
– –
-4,137
1718
– –
-16,972
1719
– –
-15,463
1720
– –
-10,769
1721
– –
-7,016
1722
– –
-2,010
1723
– –
-349
1724
– –
-63,518
1725
– –
-67,789
66 67 68
69
70