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
151
-395
152
-3,425
153
-7,890
154
-3,853
155
-1,185