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
$150M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$775K
3 +$755K
4
SBUX icon
Starbucks
SBUX
+$568K
5
META icon
Meta Platforms (Facebook)
META
+$564K

Top Sells

1 +$1.73M
2 +$929K
3 +$774K
4
AAPL icon
Apple
AAPL
+$654K
5
INTC icon
Intel
INTC
+$632K

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
-6,872