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
201
$610K 0.11%
36,261
-3,989
202
$602K 0.11%
3,491
-4,674
203
$598K 0.1%
+3,841
204
$595K 0.1%
+87,784
205
$595K 0.1%
14,318
-10,690
206
$593K 0.1%
+24,482
207
$592K 0.1%
+27,219
208
$583K 0.1%
+6,446
209
$580K 0.1%
+18,350
210
$574K 0.1%
8,567
+4,792
211
$571K 0.1%
7,569
-193
212
$571K 0.1%
+11,772
213
$566K 0.1%
+10,639
214
$565K 0.1%
+9,521
215
$559K 0.1%
6,815
+807
216
$558K 0.1%
+2,037
217
$557K 0.1%
+3,283
218
$552K 0.1%
+15,186
219
$544K 0.09%
+22,075
220
$537K 0.09%
7,293
-205,770
221
$536K 0.09%
+16,507
222
$536K 0.09%
4,180
-14,166
223
$535K 0.09%
+23,742
224
$529K 0.09%
+7,615
225
$525K 0.09%
9,027
-1,764
7 8
9
10 11