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
$189M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.07M
3 +$755K
4
COST icon
Costco
COST
+$727K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$569K

Top Sells

1 +$1.82M
2 +$1.27M
3 +$770K
4
CVX icon
Chevron
CVX
+$672K
5
SBUX icon
Starbucks
SBUX
+$615K

Sector Composition

1 Technology 12.21%
2 Financials 11.72%
3 Healthcare 7.79%
4 Industrials 5.99%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,623
152
-3,724
153
-9,171