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
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$312K
3
+$294K
4
AET
Aetna Inc
AET
+$267K
5
UNH icon
UnitedHealth
UNH
+$244K

Top Sells

1
+$2.4M
2
+$915K
3
+$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$334K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.56%
8,856
-367
52
$672K 0.54%
7,290
53
$652K 0.52%
9,972
+2,044
54
$632K 0.51%
5,932
+2,505
55
$631K 0.5%
14,003
+334
56
$621K 0.5%
5,925
-163
57
$594K 0.48%
13,373
+240
58
$582K 0.47%
2,869
+120
59
$566K 0.45%
7,376
-50
60
$555K 0.44%
8,915
+300
61
$547K 0.44%
7,011
+156
62
$515K 0.41%
39,180
+240
63
$513K 0.41%
18,648
-312
64
$509K 0.41%
26,490
-500
65
$503K 0.4%
16,018
66
$499K 0.4%
12,306
+280
67
$498K 0.4%
2,649
+40
68
$477K 0.38%
4,865
-50
69
$464K 0.37%
10,298
-505
70
$450K 0.36%
5,761
+160
71
$449K 0.36%
8,192
-145
72
$434K 0.35%
28,208
-75
73
$431K 0.34%
8,626
+580
74
$393K 0.31%
8,425
75
$391K 0.31%
21,000
-1,200
1 2
3
4 5