AIM

Aspen Investment Management Portfolio holdings

AUM $331M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$798K
3 +$704K
4
META icon
Meta Platforms (Facebook)
META
+$555K
5
GLD icon
SPDR Gold Trust
GLD
+$543K

Top Sells

1 +$1.71M
2 +$930K
3 +$774K
4
INTC icon
Intel
INTC
+$635K
5
AAPL icon
Apple
AAPL
+$616K

Sector Composition

1 Technology 13.29%
2 Healthcare 8.9%
3 Financials 8.27%
4 Consumer Discretionary 7.04%
5 Consumer Staples 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,400