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
$125M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$312K
3
+$294K
4
AET
Aetna Inc
AET
+$267K
5
UNH icon
UnitedHealth
UNH
+$244K

Top Sells

1
+$2.4M
2
+$915K
3
+$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$334K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.92%
16,949
+110
27
$1.1M 0.88%
18,892
+2,280
28
$1.09M 0.87%
33,106
-569
29
$1.05M 0.84%
10,957
-87
30
$1.04M 0.84%
9,953
+190
31
$1.02M 0.82%
47,480
+2,958
32
$1M 0.8%
18,453
+300
33
$977K 0.78%
34,044
-3,246
34
$976K 0.78%
8,593
+905
35
$967K 0.77%
32,072
+762
36
$955K 0.76%
30,554
+990
37
$950K 0.76%
19,544
-120
38
$933K 0.75%
15,398
+135
39
$891K 0.71%
9,172
+456
40
$859K 0.69%
15,172
-112
41
$839K 0.67%
76,038
+75
42
$818K 0.65%
16,170
+162
43
$802K 0.64%
5,226
-178
44
$792K 0.63%
25,460
+1,500
45
$766K 0.61%
11,876
46
$765K 0.61%
9,341
-343
47
$759K 0.61%
21,023
+230
48
$751K 0.6%
31,262
+3,760
49
$715K 0.57%
8,348
-38
50
$707K 0.57%
11,226
+160
1
2
3 4 5