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
$145M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$773K
3
+$718K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$562K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$501K

Top Sells

1
+$1.94M
2
+$706K
3
+$288K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$230K
5
BLK icon
Blackrock
BLK
+$209K

Sector Composition

1 Financials 9.48%
2 Technology 6.99%
3 Healthcare 5.98%
4 Industrials 4.94%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$876K 0.61%
4,776
-150
52
$873K 0.6%
35,980
-135
53
$869K 0.6%
15,603
54
$843K 0.58%
6,288
-150
55
$842K 0.58%
12,576
+413
56
$819K 0.57%
44,544
+3,296
57
$802K 0.55%
15,947
-168
58
$788K 0.54%
19,223
-175
59
$777K 0.54%
18,058
+200
60
$773K 0.53%
9,887
-100
61
$753K 0.52%
2,549
62
$706K 0.49%
8,679
-150
63
$700K 0.48%
10,726
+109
64
$697K 0.48%
21,762
-7,176
65
$679K 0.47%
15,284
-154
66
$665K 0.46%
9,035
+75
67
$663K 0.46%
3,004
68
$654K 0.45%
7,637
+485
69
$650K 0.45%
11,751
70
$648K 0.45%
2,659
-150
71
$641K 0.44%
4,724
72
$639K 0.44%
3,305
73
$635K 0.44%
25,824
+67
74
$621K 0.43%
30,083
-2,468
75
$613K 0.42%
12,639
-330
1 2
3
4 5