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
$574M
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$12.1M
3
+$10.7M
4
RH icon
RH
RH
+$10.5M
5
NEE icon
NextEra Energy
NEE
+$9.68M

Top Sells

1
+$18.4M
2
+$15.2M
3
+$14.8M
4
GS icon
Goldman Sachs
GS
+$11.1M
5
PEP icon
PepsiCo
PEP
+$10.6M

Sector Composition

1 Technology 20.65%
2 Healthcare 16.25%
3 Consumer Discretionary 15.09%
4 Industrials 12.07%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$870K 0.15%
103,613
+77,809
152
$860K 0.15%
+21,285
153
$858K 0.15%
14,736
+8,977
154
$854K 0.15%
15,004
+9,496
155
$852K 0.15%
91,215
-62,664
156
$832K 0.15%
10,042
+6,622
157
$830K 0.14%
+9,745
158
$830K 0.14%
+21,726
159
$827K 0.14%
4,732
-7,122
160
$820K 0.14%
93,388
+66,728
161
$815K 0.14%
+13,635
162
$805K 0.14%
14,081
-3,501
163
$801K 0.14%
34,891
-280,971
164
$798K 0.14%
13,010
+3,452
165
$798K 0.14%
28,514
-18,295
166
$795K 0.14%
9,838
+1,422
167
$793K 0.14%
+66,528
168
$791K 0.14%
5,635
+118
169
$785K 0.14%
+21,538
170
$784K 0.14%
+105,335
171
$765K 0.13%
+24,469
172
$764K 0.13%
+50,492
173
$760K 0.13%
7,806
+2,378
174
$732K 0.13%
+24,055
175
$729K 0.13%
+7,942
5 6
7
8 9