AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
1-Year Est. Return
17.9%
1 Year Est. Return
+17.9%
AUM
$217M
AUM Growth
+$1.51M
(+0.7%)
Holding
155
Top Buys
| 1 | +$1.61M | |
| 2 | +$1.08M | |
| 3 | +$860K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$733K |
| 5 |
Charles Schwab
SCHW
|
+$619K |
Top Sells
| 1 | +$2.31M | |
| 2 | +$1.11M | |
| 3 | +$796K | |
| 4 |
DocuSign
DOCU
|
+$788K |
| 5 |
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
Merck
MRK
$212B
| – | – |
-7,997
|
|
||
152
Palo Alto Networks
PANW
$141B
| – | – |
-1,593
|
|
||
153
Pultegroup
PHM
$24.6B
| – | – |
-3,140
|
|
||
154
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
| – | – |
-8,150
|
|
||
155
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
| – | – |
-26,321
|
|