AIM

Aspen Investment Management Portfolio holdings

AUM $259M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.08M
3
+$860K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$733K
5
SCHW icon
Charles Schwab
SCHW
+$619K

Top Sells

1
+$2.31M
2
+$1.11M
3
+$796K
4
DOCU icon
DocuSign
DOCU
+$788K
5
GNRC icon
Generac Holdings
GNRC
+$625K

Sector Composition

1 Financials 10.95%
2 Technology 10.32%
3 Industrials 5.79%
4 Healthcare 5.44%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,997
152
– –
-1,593
153
– –
-3,140
154
– –
-8,150
155
– –
-26,321
3 4 5 6
7