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
$140M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.18M
4
WMT icon
Walmart
WMT
+$1.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.02M

Top Sells

1
+$5.49M
2
+$4.58M
3
+$2.42M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.42M
5
HSBC icon
HSBC
HSBC
+$485K

Sector Composition

1 Technology 13.28%
2 Financials 8.76%
3 Healthcare 7.65%
4 Consumer Discretionary 6.4%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$910K 0.65%
+4,399
52
$889K 0.64%
5,968
-185
53
$877K 0.63%
14,408
-75
54
$873K 0.63%
8,242
-120
55
$844K 0.6%
9,454
56
$832K 0.6%
12,041
-40
57
$832K 0.6%
16,267
+130
58
$797K 0.57%
64,572
-594
59
$792K 0.57%
33,363
-525
60
$775K 0.56%
+11,276
61
$774K 0.55%
+6,872
62
$769K 0.55%
6,895
-195
63
$767K 0.55%
25,924
64
$729K 0.52%
4,045
65
$717K 0.51%
15,073
-168
66
$713K 0.51%
29,277
-339
67
$682K 0.49%
7,437
-230
68
$658K 0.47%
2,169
-8
69
$656K 0.47%
25,607
-155
70
$655K 0.47%
14,638
-64
71
$583K 0.42%
+2,737
72
$580K 0.42%
1,600
73
$557K 0.4%
9,476
74
$545K 0.39%
7,680
+2,720
75
$530K 0.38%
5,395
1 2
3
4 5