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
$191M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.42M
3
+$1.08M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$612K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$498K

Top Sells

1
+$2.45M
2
+$1.2M
3
+$1.1M
4
ROK icon
Rockwell Automation
ROK
+$818K
5
ADBE icon
Adobe
ADBE
+$810K

Sector Composition

1 Technology 10.62%
2 Financials 9.49%
3 Healthcare 9.18%
4 Consumer Staples 6.65%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.67%
5,653
52
$1.26M 0.66%
20,020
+3,040
53
$1.25M 0.66%
25,258
-3
54
$1.2M 0.63%
2,448
-27
55
$1.14M 0.6%
83,079
+26,846
56
$1.13M 0.59%
2,560
+25
57
$1.12M 0.59%
53,746
+6,841
58
$1.12M 0.59%
4,180
59
$1.11M 0.58%
21,455
-270
60
$1.1M 0.58%
17,811
+3,764
61
$1.08M 0.57%
60,198
-5,496
62
$1.08M 0.57%
16,455
63
$1.07M 0.56%
5,061
+39
64
$1.07M 0.56%
14,553
65
$1.07M 0.56%
7,799
+171
66
$1.05M 0.55%
27,617
-40
67
$1.05M 0.55%
4,707
-1,058
68
$1.04M 0.54%
14,176
+4,850
69
$1.02M 0.53%
2,185
-10
70
$991K 0.52%
34,857
-10,876
71
$990K 0.52%
67,704
+679
72
$969K 0.51%
19,031
+100
73
$906K 0.48%
6,605
-293
74
$891K 0.47%
5,495
+100
75
$890K 0.47%
16,030
+505
1 2
3
4 5