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
$191M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$806K
3
+$692K
4
HBAN icon
Huntington Bancshares
HBAN
+$606K
5
GLD icon
SPDR Gold Trust
GLD
+$542K

Top Sells

1
+$1.02M
2
+$842K
3
+$673K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$666K
5
DE icon
Deere & Co
DE
+$520K

Sector Composition

1 Financials 12.26%
2 Technology 11.03%
3 Healthcare 7.2%
4 Industrials 6.66%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.07%
16,680
27
$2.01M 1.05%
42,720
-18
28
$2.01M 1.05%
8,451
-2,806
29
$1.85M 0.97%
7,581
+120
30
$1.8M 0.94%
12,167
+117
31
$1.78M 0.93%
16,998
+2,813
32
$1.78M 0.93%
90,216
+212
33
$1.76M 0.92%
55,094
+400
34
$1.73M 0.9%
30,861
-20
35
$1.73M 0.9%
66,268
+16
36
$1.7M 0.89%
31,279
-18,773
37
$1.6M 0.84%
6,841
-10
38
$1.56M 0.82%
5,585
+30
39
$1.54M 0.8%
37,273
-26
40
$1.44M 0.75%
37,651
-139
41
$1.42M 0.74%
25,258
-84
42
$1.39M 0.73%
97,521
+42,470
43
$1.3M 0.68%
5,795
+85
44
$1.27M 0.67%
10,987
+6
45
$1.27M 0.66%
4,069
-319
46
$1.24M 0.65%
10,425
+240
47
$1.22M 0.64%
6,929
-7
48
$1.22M 0.64%
2,479
+876
49
$1.21M 0.63%
22,852
50
$1.21M 0.63%
11,676
+20
1
2
3 4 5