AIM
Aspen Investment Management Portfolio holdings
AUM $217M
AUM
$217M
AUM Growth
+$1.52M (+0.7%)
Cap. Flow
+$10.7M
Cap. Flow % of AUM
4.91%
Top 10 Holdings %Top 10 Hldgs %
34.44%
Holding
155
New
14
Increased
76
Reduced
33
Closed
9
Top Buys
| 1 | $1.62M | |
| 2 | $1.08M | |
| 3 | $860K | |
| 4 | $733K | |
| 5 | $619K |
Top Sells
| 1 | $1.11M | |
| 2 | $788K | |
| 3 | $394K | |
| 4 | $285K | |
| 5 | $208K |
Sector Composition
| 1 | Financials | 10.95% |
| 2 | Technology | 10.48% |
| 3 | Industrials | 5.79% |
| 4 | Healthcare | 5.44% |
| 5 | Consumer Staples | 4.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,593 | Closed | – | |||
| $0 | 0% | 0 -3,140 | Closed | – | |||
| $0 | 0% | 0 -8,150 | Closed | – | |||
| $0 | 0% | 0 -26,321 | Closed | – | |||
| $0 | 0% | 0 -2,875 | Closed | – |
