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
$133M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.35M
3
+$907K
4
IBB icon
iShares Biotechnology ETF
IBB
+$567K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$526K

Top Sells

1
+$1.58M
2
+$353K
3
+$242K
4
YUM icon
Yum! Brands
YUM
+$240K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$102K

Sector Composition

1 Energy 14.8%
2 Industrials 8.92%
3 Financials 7.84%
4 Healthcare 5.76%
5 Technology 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.47%
21,153
-1,064
52
$616K 0.46%
16,556
53
$613K 0.46%
7,285
-150
54
$613K 0.46%
9,682
-3,786
55
$588K 0.44%
6,736
56
$569K 0.43%
23,660
57
$567K 0.43%
15,120
-1,340
58
$567K 0.43%
+6,411
59
$562K 0.42%
9,413
-140
60
$555K 0.42%
19,152
-2,880
61
$549K 0.41%
17,088
62
$544K 0.41%
7,008
63
$543K 0.41%
5,210
64
$526K 0.4%
+5,012
65
$522K 0.39%
3,290
66
$520K 0.39%
7,296
67
$519K 0.39%
46,548
-2,700
68
$508K 0.38%
4,240
-50
69
$496K 0.37%
16,408
70
$491K 0.37%
8,700
71
$475K 0.36%
14,292
+3,233
72
$460K 0.35%
11,096
73
$459K 0.35%
6,791
74
$458K 0.35%
11,117
-105
75
$438K 0.33%
4,724
1 2
3
4 5