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
51
$980K 0.59%
58,128
+3,099
52
$946K 0.57%
3,467
-50
53
$937K 0.57%
26,062
-290
54
$932K 0.56%
2,279
-166
55
$926K 0.56%
6,605
+3,205
56
$911K 0.55%
15,906
+626
57
$878K 0.53%
1,722
+167
58
$863K 0.52%
8,157
-110
59
$862K 0.52%
16,205
-150
60
$853K 0.52%
12,378
61
$842K 0.51%
21,487
-186
62
$824K 0.5%
17,323
-202
63
$776K 0.47%
6,035
-324
64
$759K 0.46%
1,500
65
$753K 0.46%
10,878
66
$746K 0.45%
5,005
67
$707K 0.43%
6,877
+2,185
68
$690K 0.42%
23,100
+1,000
69
$657K 0.4%
+3,926
70
$655K 0.4%
5,140
+890
71
$651K 0.39%
20,217
-700
72
$625K 0.38%
18,871
-250
73
$625K 0.38%
23,140
-95
74
$619K 0.38%
59,598
-915
75
$616K 0.37%
12,287
-7,708
1 2
3
4 5