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
$151M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$346K
3
+$247K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$226K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$207K

Top Sells

1
+$701K
2
+$576K
3
+$477K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
AMZN icon
Amazon
AMZN
+$393K

Sector Composition

1 Financials 9.43%
2 Technology 7.21%
3 Healthcare 6.61%
4 Industrials 4.72%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$909K 0.6%
25,485
52
$905K 0.6%
17,482
+355
53
$904K 0.6%
47,472
+2,928
54
$903K 0.6%
18,558
+500
55
$892K 0.59%
2,579
+30
56
$892K 0.59%
36,688
+708
57
$890K 0.59%
16,927
-223
58
$851K 0.56%
15,947
59
$826K 0.55%
19,223
60
$824K 0.54%
15,428
-175
61
$794K 0.52%
8,789
+110
62
$767K 0.51%
29,830
-27,255
63
$753K 0.5%
12,969
+330
64
$749K 0.5%
7,617
-20
65
$731K 0.48%
11,776
+25
66
$728K 0.48%
4,774
+50
67
$718K 0.47%
2,659
68
$710K 0.47%
21,762
69
$695K 0.46%
9,285
+250
70
$689K 0.46%
3,074
+70
71
$688K 0.45%
4,409
+857
72
$675K 0.45%
2,955
-350
73
$629K 0.42%
25,376
-448
74
$617K 0.41%
29,853
-230
75
$616K 0.41%
14,696
-588
1 2
3
4 5