AIM
Aspen Investment Management Portfolio holdings
AUM
$259M
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$238M
AUM Growth
+$20.9M
(+9.6%)
Holding
157
Top Buys
| 1 | +$2.79M | |
| 2 | +$1.97M | |
| 3 | +$1.61M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.05M |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$804K |
Top Sells
| 1 | +$2.44M | |
| 2 | +$1.34M | |
| 3 | +$1.07M | |
| 4 |
Robinhood
HOOD
|
+$897K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$893K |
Sector Composition
| 1 | Financials | 11.84% |
| 2 | Technology | 11.49% |
| 3 | Industrials | 6.33% |
| 4 | Healthcare | 4.77% |
| 5 | Consumer Staples | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Marriott International
MAR
$76.7B
| – | – |
-2,490
|
|
||
152
Meta Platforms (Facebook)
META
$1.54T
| – | – |
-1,436
|
|
||
153
Rivian
RIVN
$18.5B
| – | – |
-10,400
|
|
||
154
UnitedHealth
UNH
$292B
| – | – |
-582
|
|
||
155
Vanguard Value ETF
VTV
$148B
| – | – |
-1,267
|
|
||
156
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
| – | – |
-3,350
|
|
||
157
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.7B
| – | – |
-5,410
|
|