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

Top Buys

1
+$1.28M
2
+$824K
3
+$758K
4
NVDA icon
NVIDIA
NVDA
+$645K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$619K

Top Sells

1
+$1.04M
2
+$887K
3
+$747K
4
INTC icon
Intel
INTC
+$658K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$611K

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
151
$211K 0.11%
+2,700
152
$202K 0.1%
+3,189
153
$202K 0.1%
+600
154
– –
-1,743
155
– –
-8,875
156
– –
-1,755
157
– –
-5,790
158
– –
-3,475
159
– –
-8,650
3 4 5 6
7