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
$151M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$346K
3
+$247K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$226K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$207K

Top Sells

1
+$701K
2
+$576K
3
+$477K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
AMZN icon
Amazon
AMZN
+$393K

Sector Composition

1 Financials 9.43%
2 Technology 7.21%
3 Healthcare 6.61%
4 Industrials 4.72%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.95%
21,177
-33
27
$1.38M 0.91%
29,161
-373
28
$1.36M 0.9%
9,097
-140
29
$1.35M 0.9%
25,510
+540
30
$1.35M 0.89%
10,428
31
$1.3M 0.86%
12,960
-3,920
32
$1.28M 0.84%
40,779
33
$1.27M 0.84%
6,140
-30
34
$1.23M 0.81%
29,439
35
$1.21M 0.8%
49,706
+817
36
$1.19M 0.78%
9,695
+73
37
$1.16M 0.77%
10,357
38
$1.15M 0.76%
55,255
-444
39
$1.13M 0.75%
27,610
-554
40
$1.12M 0.74%
6,835
+80
41
$1.12M 0.74%
19,896
-480
42
$1.08M 0.72%
93,294
+5,052
43
$1.05M 0.69%
17,639
+803
44
$1.03M 0.68%
8,454
-199
45
$1.02M 0.68%
7,250
-17
46
$971K 0.64%
32,968
+500
47
$964K 0.64%
4,751
-25
48
$947K 0.63%
6,288
49
$917K 0.61%
12,786
+210
50
$913K 0.6%
10,047
+160
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