AIM

Aigen Investment Management Portfolio holdings

AUM $730M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
1
$17.2M 2.99%
48,633
+44,503
2
$14.3M 2.49%
79,297
+59,381
3
$14.1M 2.46%
27,913
+16,507
4
$12.1M 2.1%
+266,462
5
$10.5M 1.83%
+15,446
6
$10.2M 1.78%
70,697
-56,823
7
$9.68M 1.69%
+132,122
8
$8.8M 1.53%
112,842
+76,393
9
$8.5M 1.48%
+217,104
10
$7.16M 1.25%
31,590
+4,887
11
$6.81M 1.19%
38,765
+34,483
12
$6.63M 1.16%
+99,356
13
$6.55M 1.14%
+17,959
14
$6.46M 1.13%
+55,721
15
$6.08M 1.06%
+28,126
16
$6.08M 1.06%
+30,131
17
$6.07M 1.06%
72,128
+44,560
18
$6M 1.05%
37,076
-16,859
19
$5.93M 1.03%
+10,619
20
$5.81M 1.01%
+22,687
21
$5.31M 0.93%
+173,144
22
$5.21M 0.91%
43,373
-51,143
23
$5.04M 0.88%
+18,047
24
$4.85M 0.85%
+26,352
25
$4.79M 0.84%
49,989
+45,724
1
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