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
$164M
AUM Growth
+$6.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.04M
3
+$528K
4
XLNX
Xilinx Inc
XLNX
+$528K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$521K

Top Sells

1
+$789K
2
+$663K
3
+$499K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$488K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$453K

Sector Composition

1 Energy 15.86%
2 Financials 8.07%
3 Industrials 7.62%
4 Technology 7.33%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.03%
54,454
+5,060
27
$1.68M 1.02%
66,990
+840
28
$1.67M 1.02%
59,161
-769
29
$1.6M 0.98%
13,529
-490
30
$1.58M 0.97%
30,153
-110
31
$1.56M 0.95%
8,981
+52
32
$1.53M 0.93%
26,193
+3,172
33
$1.47M 0.9%
64,322
+280
34
$1.47M 0.9%
16,426
+90
35
$1.44M 0.88%
140,028
-14,970
36
$1.43M 0.87%
29,264
-832
37
$1.42M 0.86%
24,578
-490
38
$1.4M 0.85%
37,213
+999
39
$1.39M 0.85%
27,336
+2,995
40
$1.35M 0.82%
15,405
-675
41
$1.33M 0.81%
24,078
-1,079
42
$1.31M 0.8%
15,265
+1,470
43
$1.26M 0.77%
15,261
-70
44
$1.14M 0.69%
48,960
-1,776
45
$1.13M 0.69%
14,379
-1,020
46
$1.12M 0.68%
41,298
+4,222
47
$1.09M 0.67%
67,200
+22,500
48
$1.08M 0.66%
87,385
+590
49
$1.06M 0.65%
+22,168
50
$1.04M 0.64%
+21,885
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