AIM
Aspen Investment Management Portfolio holdings
AUM
$327M
1-Year Est. Return
21.91%
This Fund
S&P 500
1 Year Est. Return
+21.91%
AUM
$327M
AUM Growth
-$4.78M
(-1.4%)
Holding
181
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.18M | |
| 3 | +$765K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$542K |
| 5 |
Moderna
MRNA
|
+$531K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$1.14M | |
| 3 | +$1.03M | |
| 4 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$821K |
| 5 |
Advanced Micro Devices
AMD
|
+$678K |
Sector Composition
| 1 | Technology | 11.86% |
| 2 | Financials | 9.29% |
| 3 | Healthcare | 6.98% |
| 4 | Industrials | 5.77% |
| 5 | Consumer Staples | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Onto Innovation
ONTO
$14.5B
| – | – |
-1,810
|
|
||
177
Oracle
ORCL
$533B
| – | – |
-5,870
|
|
||
178
Shopify
SHOP
$171B
| – | – |
-1,630
|
|
||
179
Snowflake
SNOW
$53.3B
| – | – |
-1,211
|
|
||
180
Trade Desk
TTD
$10.9B
| – | – |
-6,491
|
|
||
181
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
| – | – |
-1,830
|
|