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
101
$481K 0.25%
10,618
-104
102
$460K 0.24%
7,614
+2,557
103
$441K 0.23%
18,010
+100
104
$427K 0.22%
6,368
+1,845
105
$416K 0.22%
1,180
-1,475
106
$410K 0.21%
9,785
107
$405K 0.21%
5,197
108
$395K 0.21%
5,074
-270
109
$386K 0.2%
13,125
110
$382K 0.2%
+13,087
111
$382K 0.2%
10,413
+248
112
$381K 0.2%
3,954
+1,420
113
$370K 0.19%
+6,780
114
$359K 0.19%
5,421
115
$348K 0.18%
+1,795
116
$348K 0.18%
2,249
117
$344K 0.18%
+1,738
118
$343K 0.18%
7,291
+83
119
$338K 0.18%
2,700
+60
120
$334K 0.17%
1,700
121
$316K 0.17%
+8,567
122
$313K 0.16%
790
-1
123
$302K 0.16%
6,850
124
$300K 0.16%
748
125
$297K 0.16%
+3,724
3 4
5
6 7