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
$331M
AUM Growth
+$72.5M
(+28%)
Holding
181
Top Buys
| 1 | +$7.58M | |
| 2 | +$5.49M | |
| 3 | +$3.87M | |
| 4 |
Microsoft
MSFT
|
+$3.45M |
| 5 |
NVIDIA
NVDA
|
+$3.2M |
Top Sells
| 1 | +$1.54M | |
| 2 | +$1.54M | |
| 3 | +$532K | |
| 4 |
First Trust Senior Loan Fund ETF
FTSL
|
+$431K |
| 5 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$324K |
Sector Composition
| 1 | Technology | 14.7% |
| 2 | Financials | 10.16% |
| 3 | Healthcare | 6.57% |
| 4 | Industrials | 5.06% |
| 5 | Consumer Staples | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Sherwin-Williams
SHW
$83.5B
| $211K | 0.06% |
650
|
|
||
|
BSCP
177
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-74,318
|
|
||
178
Monster Beverage
MNST
$75.8B
| – | – |
-4,768
|
|
||
179
Paychex
PAYX
$32.6B
| – | – |
-1,909
|
|
||
180
Republic Services
RSG
$66.1B
| – | – |
-945
|
|
||
|
181
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
| – | – |
-2,920
|
|