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
$160M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$783K
3
+$582K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$549K
5
IBM icon
IBM
IBM
+$534K

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.07M
4
FITB icon
Fifth Third Bancorp
FITB
+$989K
5
JPM icon
JPMorgan Chase
JPM
+$810K

Sector Composition

1 Healthcare 9.76%
2 Technology 9.06%
3 Consumer Staples 7.56%
4 Financials 7.02%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.06%
41,895
-6,723
27
$1.61M 1.01%
57,078
+505
28
$1.5M 0.94%
6,181
-15
29
$1.45M 0.91%
18,848
+4,672
30
$1.37M 0.86%
+19,548
31
$1.36M 0.85%
15,913
+9
32
$1.35M 0.85%
2,823
+1
33
$1.33M 0.84%
6,776
-10
34
$1.33M 0.83%
84,554
-788
35
$1.32M 0.83%
31,779
-2,965
36
$1.31M 0.82%
12,300
-5,560
37
$1.3M 0.81%
8,506
-15
38
$1.29M 0.81%
16,625
-20
39
$1.26M 0.79%
64,784
-784
40
$1.25M 0.78%
20,062
+42
41
$1.24M 0.77%
6,269
+20
42
$1.2M 0.75%
10,996
+18
43
$1.19M 0.74%
12,503
-650
44
$1.19M 0.74%
5,653
45
$1.17M 0.73%
6,418
-3
46
$1.16M 0.72%
37,186
-5,375
47
$1.15M 0.72%
8,107
-3,304
48
$1.13M 0.7%
55,040
+1,294
49
$1.12M 0.7%
17,819
+8
50
$1.1M 0.69%
21,005
-450
1
2
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