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
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.14M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$538K
5
JPM icon
JPMorgan Chase
JPM
+$390K

Top Sells

1
+$3.89M
2
+$1.21M
3
+$1.11M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.06%
25,310
-200
27
$1.22M 0.98%
38,636
-1,088
28
$1.22M 0.98%
29,439
29
$1.2M 0.96%
9,097
30
$1.2M 0.96%
17,531
-2,750
31
$1.17M 0.94%
37,779
-3,000
32
$1.17M 0.94%
22,680
-8,800
33
$1.14M 0.92%
+37,653
34
$1.14M 0.92%
10,357
35
$1.13M 0.9%
10,428
36
$1.09M 0.87%
6,340
+200
37
$1.05M 0.84%
9,620
-75
38
$999K 0.8%
16,989
-4,188
39
$967K 0.78%
3,695
+1,116
40
$965K 0.77%
25,330
-2,280
41
$952K 0.76%
62,784
+15,312
42
$924K 0.74%
10,047
43
$897K 0.72%
15,947
44
$893K 0.72%
6,815
-20
45
$887K 0.71%
7,000
-250
46
$886K 0.71%
35,968
+3,000
47
$869K 0.7%
20,058
+1,500
48
$853K 0.68%
21,640
+1,744
49
$850K 0.68%
36,266
-422
50
$824K 0.66%
6,288
1
2
3 4 5