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
$169M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$829K
2
+$827K
3
+$777K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$707K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$645K

Top Sells

1
+$4.03M
2
+$1.99M
3
+$984K
4
GLD icon
SPDR Gold Trust
GLD
+$535K
5
MSFT icon
Microsoft
MSFT
+$501K

Sector Composition

1 Technology 12.7%
2 Financials 9.69%
3 Healthcare 8.5%
4 Consumer Discretionary 6.19%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.68%
9,935
-50
52
$1.11M 0.66%
36,374
+820
53
$1.1M 0.65%
36,372
+2,249
54
$1.1M 0.65%
12,066
-75
55
$1.04M 0.62%
14,283
-125
56
$1.04M 0.62%
45,042
+4,950
57
$1.03M 0.61%
4,225
+180
58
$1.02M 0.6%
22,812
-50
59
$1M 0.6%
6,599
+10
60
$1M 0.59%
26,624
+700
61
$994K 0.59%
65,562
+768
62
$993K 0.59%
5,635
-75
63
$959K 0.57%
8,132
+105
64
$937K 0.55%
15,104
+319
65
$935K 0.55%
15,992
-25
66
$926K 0.55%
2,610
-16
67
$894K 0.53%
29,172
-105
68
$880K 0.52%
7,512
-50
69
$843K 0.5%
4,631
+622
70
$832K 0.49%
9,644
+6,279
71
$821K 0.49%
9,725
+271
72
$816K 0.48%
2,167
-7
73
$745K 0.44%
1,600
74
$726K 0.43%
13,234
+2,488
75
$726K 0.43%
55,640
+920
1 2
3
4 5