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
$169M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$827K
3
+$777K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$707K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$645K

Top Sells

1
+$4.03M
2
+$1.99M
3
+$984K
4
GLD icon
SPDR Gold Trust
GLD
+$535K
5
MSFT icon
Microsoft
MSFT
+$501K

Sector Composition

1 Technology 12.7%
2 Financials 9.69%
3 Healthcare 8.5%
4 Consumer Discretionary 6.19%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.08%
31,073
-67
27
$1.81M 1.07%
12,195
+146
28
$1.72M 1.02%
7,466
+60
29
$1.67M 0.99%
23,107
+3,265
30
$1.66M 0.98%
18,776
+7,281
31
$1.63M 0.96%
90,404
+188
32
$1.58M 0.94%
6,003
+262
33
$1.53M 0.9%
17,420
+4,120
34
$1.52M 0.9%
17,926
+88
35
$1.52M 0.9%
30,345
+605
36
$1.48M 0.87%
6,751
-13
37
$1.47M 0.87%
55,139
+2,875
38
$1.46M 0.86%
39,602
-2,204
39
$1.46M 0.86%
10,139
+792
40
$1.44M 0.85%
10,352
-113
41
$1.36M 0.81%
61,324
-832
42
$1.32M 0.78%
2,631
-320
43
$1.32M 0.78%
17,063
+167
44
$1.27M 0.76%
25,591
-325
45
$1.27M 0.75%
4,421
-24
46
$1.26M 0.74%
6,930
-65
47
$1.25M 0.74%
5,605
-1,410
48
$1.21M 0.72%
11,080
+90
49
$1.16M 0.68%
2,260
50
$1.15M 0.68%
5,645
-40
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2
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