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
76
$886K 0.46%
1,513
-14
77
$874K 0.46%
6,136
+130
78
$820K 0.43%
29,706
-16
79
$812K 0.42%
+10,025
80
$807K 0.42%
1,600
81
$800K 0.42%
1,927
-202
82
$769K 0.4%
5,210
+2,021
83
$734K 0.38%
13,565
+372
84
$712K 0.37%
3,701
-20
85
$690K 0.36%
2,414
-211
86
$627K 0.33%
9,376
87
$608K 0.32%
5,395
88
$606K 0.32%
16,323
+5,197
89
$600K 0.31%
6,081
-33
90
$593K 0.31%
3,588
91
$578K 0.3%
2,387
92
$570K 0.3%
21,858
+138
93
$557K 0.29%
6,549
-3,185
94
$552K 0.29%
26,731
+344
95
$550K 0.29%
7,771
96
$542K 0.28%
+3,275
97
$519K 0.27%
7,310
+83
98
$494K 0.26%
+9,171
99
$492K 0.26%
6,359
-21
100
$487K 0.25%
3,953
+1,087
2 3
4
5 6