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
$135M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.85M
3
+$634K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$410K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$354K

Top Sells

1
+$15.6M
2
+$407K
3
+$240K
4
GILD icon
Gilead Sciences
GILD
+$218K
5
BP icon
BP
BP
+$217K

Sector Composition

1 Energy 10.36%
2 Industrials 9.11%
3 Financials 7.82%
4 Healthcare 6.08%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.87%
10,457
-57
27
$1.16M 0.86%
8,772
28
$1.16M 0.86%
7,880
-100
29
$1.1M 0.82%
70,998
30
$1.1M 0.81%
13,686
+100
31
$1.02M 0.75%
42,279
32
$1.01M 0.75%
28,034
-759
33
$988K 0.73%
24,864
+404
34
$984K 0.73%
17,674
-300
35
$983K 0.73%
30,299
-260
36
$978K 0.72%
6,885
37
$967K 0.72%
9,003
38
$887K 0.66%
18,190
39
$876K 0.65%
20,365
+100
40
$834K 0.62%
19,358
41
$824K 0.61%
9,272
+40
42
$812K 0.6%
15,872
43
$779K 0.58%
10,416
44
$761K 0.56%
32,243
45
$758K 0.56%
24,185
+900
46
$720K 0.53%
5,647
-30
47
$718K 0.53%
22,838
+1,685
48
$690K 0.51%
3,004
49
$689K 0.51%
2,574
+5
50
$683K 0.51%
12,551
+50
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