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
$150M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$109K
3
+$85K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$68.2K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$61.2K

Top Sells

1
+$493K
2
+$390K
3
+$359K
4
FITB icon
Fifth Third Bancorp
FITB
+$357K
5
LYFT icon
Lyft
LYFT
+$248K

Sector Composition

1 Financials 8%
2 Technology 7.69%
3 Healthcare 6.44%
4 Industrials 4.79%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.01%
6,545
+130
27
$1.52M 1.01%
26,210
28
$1.5M 1%
26,800
+140
29
$1.46M 0.98%
28,411
-50
30
$1.45M 0.97%
52,894
-600
31
$1.42M 0.95%
10,357
32
$1.42M 0.95%
39,050
-380
33
$1.41M 0.94%
8,217
-610
34
$1.36M 0.91%
7,020
-160
35
$1.33M 0.89%
62,384
+3,204
36
$1.22M 0.81%
22,680
37
$1.21M 0.81%
10,697
+300
38
$1.17M 0.78%
48,889
-500
39
$1.17M 0.78%
66,864
+1,620
40
$1.15M 0.77%
9,670
+50
41
$1.13M 0.75%
6,325
-295
42
$1.07M 0.71%
16,350
-400
43
$1.06M 0.71%
21,532
+550
44
$1.06M 0.71%
19,223
45
$1.06M 0.71%
36,418
+400
46
$1.06M 0.71%
6,775
-150
47
$1.05M 0.7%
8,083
+151
48
$1.04M 0.7%
2,670
-1,001
49
$1.03M 0.69%
9,004
+215
50
$1.03M 0.69%
10,040
+472
1
2
3 4 5