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
101
$479K 0.22%
4,035
+775
102
$475K 0.22%
1,594
+340
103
$473K 0.22%
20,169
-350
104
$470K 0.22%
1,700
105
$442K 0.21%
1,778
-40
106
$431K 0.2%
15,300
-723
107
$427K 0.2%
2,621
-55
108
$425K 0.2%
8,214
-150
109
$411K 0.19%
2,180
110
$405K 0.19%
+2,020
111
$403K 0.19%
1,650
112
$401K 0.19%
960
113
$384K 0.18%
1,939
114
$379K 0.18%
4,214
-200
115
$363K 0.17%
4,952
+612
116
$356K 0.17%
1,522
117
$351K 0.16%
1,692
-2,703
118
$351K 0.16%
3,994
-100
119
$350K 0.16%
+2,435
120
$348K 0.16%
393
121
$332K 0.15%
568
-90
122
$329K 0.15%
4,562
+251
123
$329K 0.15%
2,138
-234
124
$328K 0.15%
7,233
-100
125
$322K 0.15%
1,880
+10
3 4
5
6 7