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
176
$729K 0.13%
8,132
-6,442
177
$720K 0.13%
+7,591
178
$714K 0.12%
7,021
-1,637
179
$713K 0.12%
7,478
+5,499
180
$710K 0.12%
+11,720
181
$704K 0.12%
+38,806
182
$697K 0.12%
+5,221
183
$695K 0.12%
36,258
-6,875
184
$691K 0.12%
2,895
-2,417
185
$690K 0.12%
6,123
+778
186
$689K 0.12%
+20,701
187
$677K 0.12%
+12,000
188
$675K 0.12%
+4,367
189
$675K 0.12%
+19,024
190
$672K 0.12%
35,454
-30,345
191
$670K 0.12%
5,299
-41,197
192
$664K 0.12%
+27,220
193
$663K 0.12%
4,105
-2,248
194
$657K 0.11%
1,128
-811
195
$653K 0.11%
+39,205
196
$651K 0.11%
10,780
-21,411
197
$639K 0.11%
2,910
-3,092
198
$639K 0.11%
3,202
-100
199
$629K 0.11%
+5,160
200
$626K 0.11%
+11,994
6 7
8
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