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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.3M
3
+$5.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.28M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.36%
2 Technology 7.84%
3 Financials 7.59%
4 Industrials 7.5%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$839K 0.57%
+18,360
52
$838K 0.57%
+23,856
53
$835K 0.57%
+5,519
54
$829K 0.56%
+13,705
55
$799K 0.54%
+7,364
56
$799K 0.54%
+19,597
57
$791K 0.54%
+24,333
58
$778K 0.53%
+35,493
59
$769K 0.52%
+10,291
60
$767K 0.52%
+22,225
61
$764K 0.52%
+55,000
62
$756K 0.51%
+9,161
63
$743K 0.51%
+32,043
64
$736K 0.5%
+63,625
65
$733K 0.5%
+19,033
66
$722K 0.49%
+28,726
67
$718K 0.49%
+50,708
68
$713K 0.48%
+15,944
69
$693K 0.47%
+20,310
70
$659K 0.45%
+30,147
71
$638K 0.43%
+18,211
72
$632K 0.43%
+13,790
73
$617K 0.42%
+47,968
74
$616K 0.42%
+17,600
75
$592K 0.4%
+30,397
1 2
3
4 5