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
$165M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.08M
3
+$891K
4
CRWD icon
CrowdStrike
CRWD
+$657K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$583K

Top Sells

1
+$2.17M
2
+$1.85M
3
+$969K
4
RVTY icon
Revvity
RVTY
+$916K
5
VZ icon
Verizon
VZ
+$538K

Sector Composition

1 Technology 12.45%
2 Financials 7.65%
3 Healthcare 7.49%
4 Industrials 7.28%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.02%
59,454
+852
27
$1.61M 0.98%
12,344
+1,855
28
$1.55M 0.94%
6,754
+247
29
$1.51M 0.91%
5,610
-122
30
$1.47M 0.89%
70,962
+4,814
31
$1.46M 0.88%
30,011
+22,455
32
$1.42M 0.86%
6,171
33
$1.38M 0.84%
1,590
34
$1.37M 0.83%
18,093
-31
35
$1.35M 0.82%
12,253
+961
36
$1.33M 0.81%
78,512
-2,078
37
$1.27M 0.77%
35,853
+7,445
38
$1.27M 0.77%
8,350
-131
39
$1.26M 0.76%
6,054
-125
40
$1.24M 0.75%
5,168
41
$1.24M 0.75%
21,238
+1,153
42
$1.19M 0.72%
4,361
+292
43
$1.11M 0.67%
20,660
+1,680
44
$1.1M 0.67%
5,420
+200
45
$1.09M 0.66%
19,921
-59
46
$1.08M 0.66%
15,600
+895
47
$1.06M 0.64%
50,229
-2,310
48
$1.04M 0.63%
10,706
49
$1M 0.61%
6,877
-62
50
$985K 0.6%
36,006
+1,825
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