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
126
$263K 0.16%
6,120
127
$255K 0.15%
4,835
+720
128
$253K 0.15%
6,550
129
$248K 0.15%
1,522
130
$247K 0.15%
+1,257
131
$246K 0.15%
2,793
132
$239K 0.14%
4,800
133
$232K 0.14%
+3,085
134
$230K 0.14%
+1,680
135
$214K 0.13%
380
136
$207K 0.13%
2,088
137
$204K 0.12%
800
138
– –
-4,361
139
– –
-16,305
140
– –
-2,280
141
– –
-4,600
142
– –
-808
143
– –
-2,801
144
– –
-820
145
– –
-9,150
146
– –
-7,708
147
– –
-13,648
148
– –
-8,997
149
– –
-6,220
150
– –
-14,468
3 4 5
6
7