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
101
$391K 0.24%
1,821
+742
102
$391K 0.24%
9,580
103
$382K 0.23%
+1,275
104
$381K 0.23%
1,010
105
$375K 0.23%
+1,785
106
$358K 0.22%
+4,680
107
$354K 0.21%
2,690
108
$341K 0.21%
1,700
109
$337K 0.2%
+4,307
110
$331K 0.2%
658
-1
111
$326K 0.2%
750
-220
112
$326K 0.2%
2,395
+860
113
$322K 0.2%
6,094
-48
114
$317K 0.19%
+591
115
$316K 0.19%
+7,800
116
$311K 0.19%
2,055
+205
117
$304K 0.18%
12,921
+2,556
118
$296K 0.18%
1,909
-300
119
$294K 0.18%
8,870
-1,650
120
$290K 0.18%
+11,880
121
$285K 0.17%
8,149
-27,694
122
$285K 0.17%
3,638
-35
123
$283K 0.17%
3,500
-603
124
$277K 0.17%
2,405
+20
125
$264K 0.16%
2,487
-237
3 4
5
6 7