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
51
$1.28M 0.6%
7,378
-99
52
$1.26M 0.59%
14,955
-55
53
$1.2M 0.56%
3,076
+2
54
$1.19M 0.55%
15,323
55
$1.17M 0.54%
15,820
+97
56
$1.15M 0.54%
1,974
57
$1.07M 0.5%
20,060
-743
58
$1.05M 0.49%
13,466
59
$1.05M 0.49%
1,184
+73
60
$1.03M 0.48%
9,082
+107
61
$1.02M 0.48%
21,406
-11
62
$1.02M 0.48%
12,208
63
$1.02M 0.48%
3,073
-13
64
$1M 0.47%
5,086
65
$931K 0.43%
14,371
-7,180
66
$928K 0.43%
1,500
67
$917K 0.43%
20,094
+161
68
$904K 0.42%
7,931
+56
69
$899K 0.42%
3,315
70
$886K 0.41%
7,294
+615
71
$872K 0.41%
15,190
-310
72
$844K 0.39%
41,313
-2,660
73
$833K 0.39%
11,590
+30
74
$821K 0.38%
1,434
-624
75
$770K 0.36%
7,993
+5
1 2
3
4 5