AIM

Aspen Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 21.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$824K
3
+$758K
4
NVDA icon
NVIDIA
NVDA
+$645K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$619K

Top Sells

1
+$1.04M
2
+$887K
3
+$747K
4
INTC icon
Intel
INTC
+$658K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$611K

Sector Composition

1 Technology 14.04%
2 Financials 9.42%
3 Healthcare 7.23%
4 Industrials 6.76%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.98%
1,540
-50
27
$1.86M 0.95%
6,677
-190
28
$1.8M 0.91%
72,948
+754
29
$1.77M 0.9%
8,302
-50
30
$1.77M 0.9%
91,920
+1,375
31
$1.73M 0.88%
84,771
-22,182
32
$1.71M 0.87%
12,466
-147
33
$1.65M 0.84%
14,198
-68
34
$1.65M 0.84%
6,141
-122
35
$1.63M 0.83%
8,549
+733
36
$1.62M 0.82%
10,243
-19
37
$1.58M 0.8%
5,561
-34
38
$1.58M 0.8%
5,260
-195
39
$1.56M 0.79%
4,368
+31
40
$1.56M 0.79%
10,307
-2,360
41
$1.53M 0.78%
21,176
+176
42
$1.52M 0.77%
77,942
-742
43
$1.5M 0.76%
6,004
-50
44
$1.45M 0.74%
70,023
+5,883
45
$1.35M 0.68%
35,552
-400
46
$1.29M 0.66%
92,755
+13,698
47
$1.29M 0.66%
5,168
48
$1.2M 0.61%
27,144
-14,759
49
$1.18M 0.6%
3,228
-250
50
$1.18M 0.6%
10,369
-279
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2
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