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
51
$1.21M 0.63%
16,604
+124
52
$1.19M 0.62%
16,190
+100
53
$1.17M 0.61%
4,855
-19
54
$1.16M 0.61%
7,505
+145
55
$1.15M 0.6%
5,299
-24
56
$1.14M 0.6%
8,132
-25
57
$1.13M 0.59%
65,166
-162
58
$1.13M 0.59%
14,283
59
$1.13M 0.59%
36,784
+1,000
60
$1.12M 0.59%
48,009
+1,080
61
$1.11M 0.58%
2,215
-25
62
$1.1M 0.58%
5,565
-20
63
$1.1M 0.58%
26,514
64
$1.1M 0.57%
17,368
+270
65
$1.08M 0.56%
4,155
+30
66
$1.06M 0.55%
5,754
+30
67
$1.03M 0.54%
15,359
+305
68
$1.01M 0.53%
14,789
+100
69
$1.01M 0.53%
9,912
-8,223
70
$1.01M 0.53%
16,122
+205
71
$988K 0.52%
25,218
-316
72
$987K 0.52%
2,610
73
$969K 0.51%
7,180
74
$953K 0.5%
28,978
+6
75
$934K 0.49%
7,522
+50
1 2
3
4 5