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
$135M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.85M
3
+$634K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$410K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$354K

Top Sells

1
+$15.6M
2
+$407K
3
+$240K
4
GILD icon
Gilead Sciences
GILD
+$218K
5
BP icon
BP
BP
+$217K

Sector Composition

1 Energy 10.36%
2 Industrials 9.11%
3 Financials 7.82%
4 Healthcare 6.08%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.5%
6,638
52
$679K 0.5%
18,908
-244
53
$673K 0.5%
28,069
+13,828
54
$659K 0.49%
14,860
-260
55
$655K 0.49%
7,285
56
$641K 0.47%
16,556
57
$631K 0.47%
6,456
+45
58
$619K 0.46%
9,682
59
$615K 0.46%
9,463
+50
60
$588K 0.44%
5,190
-20
61
$581K 0.43%
5,106
+94
62
$576K 0.43%
7,152
-144
63
$575K 0.43%
7,008
64
$572K 0.42%
6,598
-138
65
$565K 0.42%
16,708
+300
66
$545K 0.4%
4,140
-100
67
$544K 0.4%
23,660
68
$528K 0.39%
16,823
-265
69
$525K 0.39%
8,770
+70
70
$522K 0.39%
14,715
+423
71
$502K 0.37%
3,018
-272
72
$492K 0.36%
6,891
+100
73
$470K 0.35%
11,165
+48
74
$468K 0.35%
3,630
+30
75
$468K 0.35%
7,715
1 2
3
4 5