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
$150M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$109K
3
+$85K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$68.2K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$61.2K

Top Sells

1
+$493K
2
+$390K
3
+$359K
4
FITB icon
Fifth Third Bancorp
FITB
+$357K
5
LYFT icon
Lyft
LYFT
+$248K

Sector Composition

1 Financials 8%
2 Technology 7.69%
3 Healthcare 6.44%
4 Industrials 4.79%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.68%
13,953
+339
52
$1.02M 0.68%
25,415
+300
53
$1.01M 0.68%
41,230
-200
54
$1M 0.67%
16,641
+350
55
$999K 0.67%
14,150
-25
56
$972K 0.65%
28,522
-422
57
$967K 0.65%
5,988
58
$956K 0.64%
4,420
+40
59
$931K 0.62%
10,085
+350
60
$925K 0.62%
7,440
+175
61
$918K 0.61%
29,853
-4,700
62
$902K 0.6%
15,480
+340
63
$835K 0.56%
9,441
+380
64
$827K 0.55%
7,617
65
$812K 0.54%
25,524
66
$791K 0.53%
2,605
-50
67
$788K 0.53%
31,369
-236
68
$760K 0.51%
15,505
-200
69
$759K 0.51%
7,629
-219
70
$739K 0.49%
14,652
-250
71
$735K 0.49%
5,969
72
$690K 0.46%
2,497
-48
73
$623K 0.42%
6,500
74
$621K 0.41%
2,999
75
$585K 0.39%
10,746
1 2
3
4 5