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
$197M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$903K
3
+$804K
4
FTNT icon
Fortinet
FTNT
+$777K
5
BCC icon
Boise Cascade
BCC
+$626K

Top Sells

1
+$1.04M
2
+$932K
3
+$816K
4
INTC icon
Intel
INTC
+$652K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$612K

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
51
$1.18M 0.6%
7,252
+10
52
$1.11M 0.56%
15,822
-280
53
$1.08M 0.55%
21,579
+56
54
$1.06M 0.54%
8,040
+823
55
$1.02M 0.52%
10,676
-250
56
$1.01M 0.51%
15,473
-532
57
$975K 0.5%
12,208
-140
58
$971K 0.49%
3,030
-886
59
$958K 0.49%
14,989
-255
60
$957K 0.49%
5,300
-10
61
$946K 0.48%
3,027
+92
62
$935K 0.47%
5,136
+130
63
$921K 0.47%
2,024
-200
64
$903K 0.46%
+5,333
65
$900K 0.46%
45,542
-1,632
66
$900K 0.46%
21,552
+511
67
$898K 0.46%
13,401
-12,172
68
$872K 0.44%
1,500
69
$857K 0.44%
1,102
+18
70
$852K 0.43%
6,762
+1,771
71
$830K 0.42%
16,090
-775
72
$804K 0.41%
+8,900
73
$800K 0.41%
4,420
-1,755
74
$796K 0.4%
1,430
+172
75
$783K 0.4%
22,646
-550
1 2
3
4 5