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
$197M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$903K
3
+$804K
4
FTNT icon
Fortinet
FTNT
+$777K
5
BCC icon
Boise Cascade
BCC
+$626K

Top Sells

1
+$1.04M
2
+$932K
3
+$816K
4
INTC icon
Intel
INTC
+$652K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$612K

Sector Composition

1 Technology 14.04%
2 Financials 9.42%
3 Healthcare 7.23%
4 Industrials 6.76%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$325K 0.17%
605
-30
127
$316K 0.16%
+2,620
128
$316K 0.16%
2,138
-100
129
$314K 0.16%
1,209
130
$309K 0.16%
7,333
-1,232
131
$305K 0.15%
+4,305
132
$302K 0.15%
1,070
-248
133
$292K 0.15%
398
+18
134
$269K 0.14%
2,018
-129
135
$268K 0.14%
2,180
-160
136
$266K 0.14%
5,800
-400
137
$260K 0.13%
750
138
$257K 0.13%
+2,437
139
$254K 0.13%
1,860
+50
140
$251K 0.13%
+2,075
141
$249K 0.13%
+3,110
142
$243K 0.12%
+4,001
143
$236K 0.12%
708
-100
144
$234K 0.12%
2,088
145
$234K 0.12%
10,084
+12
146
$234K 0.12%
9,240
+6
147
$227K 0.12%
3,809
+9
148
$227K 0.12%
+2,700
149
$227K 0.12%
+1,185
150
$213K 0.11%
+600
3 4 5
6
7