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
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.14M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$538K
5
JPM icon
JPMorgan Chase
JPM
+$390K

Top Sells

1
+$3.89M
2
+$1.21M
3
+$1.11M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.63%
8,789
52
$779K 0.62%
8,077
-377
53
$769K 0.62%
19,223
54
$766K 0.61%
16,627
-300
55
$749K 0.6%
25,724
+239
56
$738K 0.59%
15,655
-1,827
57
$727K 0.58%
6,632
+1,905
58
$706K 0.57%
29,989
+159
59
$703K 0.56%
9,335
+50
60
$693K 0.56%
7,617
61
$669K 0.54%
7,275
+100
62
$662K 0.53%
12,969
63
$619K 0.5%
14,240
+100
64
$615K 0.49%
29,853
65
$607K 0.49%
4,774
66
$599K 0.48%
25,298
-78
67
$596K 0.48%
2,634
-25
68
$576K 0.46%
14,521
-175
69
$572K 0.46%
6,625
70
$572K 0.46%
3,650
+200
71
$565K 0.45%
15,428
72
$560K 0.45%
10,776
-1,000
73
$553K 0.44%
2,955
74
$527K 0.42%
25,000
-184,464
75
$520K 0.42%
5,645
1 2
3
4 5