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
76
$764K 0.36%
3,697
77
$754K 0.35%
19,578
-45
78
$736K 0.34%
2,342
79
$718K 0.33%
10,876
80
$697K 0.33%
9,696
-285
81
$679K 0.32%
21,296
-850
82
$670K 0.31%
22,965
+71
83
$658K 0.31%
+18,345
84
$640K 0.3%
23,100
+6
85
$639K 0.3%
+4,020
86
$632K 0.29%
10,881
+2,169
87
$621K 0.29%
2,750
88
$601K 0.28%
7,168
+895
89
$598K 0.28%
7,255
+45
90
$591K 0.28%
3,535
+351
91
$584K 0.27%
2,890
+21
92
$582K 0.27%
5,048
-13
93
$551K 0.26%
5,234
+46
94
$536K 0.25%
9,480
95
$531K 0.25%
1,021
+17
96
$524K 0.24%
3,073
+1
97
$513K 0.24%
15,270
98
$508K 0.24%
+1,760
99
$501K 0.23%
17,301
100
$492K 0.23%
9,630
-100
2 3
4
5 6