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

Top Buys

1 +$1.34M
2 +$903K
3 +$804K
4
FTNT icon
Fortinet
FTNT
+$777K
5
BCC icon
Boise Cascade
BCC
+$626K

Top Sells

1 +$1.04M
2 +$932K
3 +$816K
4
INTC icon
Intel
INTC
+$652K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$612K

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