AIM

Aspen Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 17.9%
This Quarter Est. Return
1 Year Est. Return
+17.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.16M
3
+$752K
4
HPQ icon
HP
HPQ
+$658K
5
GNRC icon
Generac Holdings
GNRC
+$639K

Top Sells

1
+$1.15M
2
+$767K
3
+$595K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$561K
5
ONTO icon
Onto Innovation
ONTO
+$561K

Sector Composition

1 Technology 11.29%
2 Financials 9.25%
3 Industrials 6.78%
4 Healthcare 6.57%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.94%
12,556
-3
27
$2.01M 0.94%
58,213
-1,098
28
$2M 0.93%
97,090
+1,525
29
$1.97M 0.92%
12,147
-42
30
$1.97M 0.92%
76,364
+2,860
31
$1.94M 0.91%
7,072
+106
32
$1.91M 0.89%
11,510
-3,381
33
$1.82M 0.85%
92,885
+700
34
$1.79M 0.84%
5,556
+19
35
$1.74M 0.81%
12,862
36
$1.74M 0.81%
8,363
-26
37
$1.66M 0.77%
80,192
-4,824
38
$1.65M 0.77%
14,082
-118
39
$1.64M 0.77%
72,654
+570
40
$1.64M 0.76%
20,290
+605
41
$1.63M 0.76%
6,236
-26
42
$1.63M 0.76%
4,514
+125
43
$1.62M 0.75%
109,950
+3,400
44
$1.6M 0.75%
77,758
-322
45
$1.53M 0.71%
5,801
-189
46
$1.5M 0.7%
10,151
-55
47
$1.43M 0.67%
5,168
48
$1.36M 0.64%
34,350
-573
49
$1.3M 0.61%
2,286
+856
50
$1.29M 0.6%
5,815
+12
1
2
3 4 5