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
$145M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$773K
3
+$718K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$562K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$501K

Top Sells

1
+$1.94M
2
+$706K
3
+$288K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$230K
5
BLK icon
Blackrock
BLK
+$209K

Sector Composition

1 Financials 9.48%
2 Technology 6.99%
3 Healthcare 5.98%
4 Industrials 4.94%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.99%
16,880
-160
27
$1.43M 0.99%
67,245
+525
28
$1.42M 0.98%
21,210
-284
29
$1.39M 0.96%
10,428
30
$1.33M 0.92%
24,970
+518
31
$1.31M 0.91%
6,755
+50
32
$1.31M 0.91%
7,110
-45
33
$1.22M 0.85%
9,237
34
$1.22M 0.84%
9,622
+124
35
$1.2M 0.83%
6,170
36
$1.19M 0.82%
28,164
37
$1.18M 0.82%
48,889
+4,754
38
$1.16M 0.8%
40,779
-1,500
39
$1.16M 0.8%
+55,699
40
$1.13M 0.78%
10,357
-100
41
$1.03M 0.71%
16,836
-770
42
$1.01M 0.7%
29,439
-178
43
$1.01M 0.7%
7,267
44
$956K 0.66%
88,242
+4,224
45
$951K 0.66%
17,150
46
$950K 0.66%
8,653
+462
47
$943K 0.65%
20,376
+468
48
$919K 0.64%
25,485
49
$915K 0.63%
32,468
+950
50
$899K 0.62%
17,127
-806
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