AIM

Aspen Investment Management Portfolio holdings

AUM $331M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
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 +$1.13M
2 +$1.12M
3 +$921K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$614K
5
CRWD icon
CrowdStrike
CRWD
+$610K

Top Sells

1 +$2.16M
2 +$1.85M
3 +$1.03M
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
151
-1,235