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
$191M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$806K
3
+$692K
4
HBAN icon
Huntington Bancshares
HBAN
+$606K
5
GLD icon
SPDR Gold Trust
GLD
+$542K

Top Sells

1
+$1.02M
2
+$842K
3
+$673K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$666K
5
DE icon
Deere & Co
DE
+$520K

Sector Composition

1 Financials 12.26%
2 Technology 11.03%
3 Healthcare 7.2%
4 Industrials 6.66%
5 Consumer Discretionary 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.97M 4.17%
18,611
-24
2
$7.04M 3.68%
25,998
-1,301
3
$6.99M 3.66%
30,468
-136
4
$5.98M 3.13%
20,510
-208
5
$5.61M 2.93%
74,919
+125
6
$4.84M 2.53%
234,841
+2,463
7
$4.74M 2.48%
218,080
+6,768
8
$3.52M 1.84%
22,623
-67
9
$3.49M 1.82%
161,497
+11,987
10
$3.48M 1.82%
25,409
+165
11
$3.29M 1.72%
60,074
+100
12
$3.26M 1.7%
67,841
+2,356
13
$3.24M 1.69%
28,939
-4,571
14
$3.12M 1.63%
18,160
-1,660
15
$3.08M 1.61%
138,997
+3,938
16
$3.01M 1.57%
30,079
+227
17
$2.74M 1.43%
7,220
+12
18
$2.62M 1.37%
6,091
19
$2.62M 1.37%
25,719
+7,916
20
$2.57M 1.34%
31,204
+8,406
21
$2.53M 1.32%
15,365
+69
22
$2.44M 1.28%
16,178
+225
23
$2.21M 1.16%
6,351
-43
24
$2.09M 1.09%
65,190
+360
25
$2.09M 1.09%
6,555
-10
1
2 3 4 5