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
76
$599K 0.36%
10,405
-65
77
$593K 0.36%
3,731
+20
78
$585K 0.35%
1,283
+820
79
$580K 0.35%
4,848
+85
80
$577K 0.35%
10,324
81
$573K 0.35%
23,972
-690
82
$550K 0.33%
2,342
83
$550K 0.33%
16,354
+231
84
$545K 0.33%
5,310
+20
85
$542K 0.33%
9,351
-266
86
$538K 0.33%
2,526
+390
87
$515K 0.31%
22,854
+228
88
$506K 0.31%
+4,318
89
$495K 0.3%
3,320
+10
90
$485K 0.29%
4,789
91
$479K 0.29%
2,925
-250
92
$465K 0.28%
5,269
-75
93
$442K 0.27%
8,025
-50
94
$432K 0.26%
5,519
-200
95
$416K 0.25%
4,604
-70
96
$413K 0.25%
1,568
+71
97
$408K 0.25%
+2,760
98
$403K 0.24%
15,270
-1,110
99
$399K 0.24%
2,882
-13
100
$393K 0.24%
9,595
-215
2 3
4
5 6