AIM

Aspen Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 21.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$781K
3
+$708K
4
HBAN icon
Huntington Bancshares
HBAN
+$650K
5
GLD icon
SPDR Gold Trust
GLD
+$556K

Top Sells

1
+$1,000K
2
+$843K
3
+$673K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$650K
5
DE icon
Deere & Co
DE
+$538K

Sector Composition

1 Financials 12.26%
2 Technology 11.03%
3 Healthcare 7.2%
4 Industrials 6.66%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,331
152
– –
-39,049
153
– –
-14,496
3 4 5 6
7