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
$115M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$2.7M
3 +$2.1M
4
DOCU icon
DocuSign
DOCU
+$830K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$773K

Sector Composition

1 Technology 10.81%
2 Financials 7.74%
3 Healthcare 7.61%
4 Consumer Discretionary 6.85%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,200
127
-8,754
128
-2,210
129
-9,907
130
-12,195
131
-14,050
132
-48,489
133
-124,815