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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.3M
3
+$5.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.28M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$3.75M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.36%
2 Technology 7.84%
3 Financials 7.59%
4 Industrials 7.5%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.37%
+49,764
77
$524K 0.36%
+10,220
78
$507K 0.34%
+5,639
79
$497K 0.34%
+7,690
80
$494K 0.34%
+24,240
81
$488K 0.33%
+4,415
82
$448K 0.3%
+11,170
83
$422K 0.29%
+19,878
84
$416K 0.28%
+16,018
85
$408K 0.28%
+7,920
86
$408K 0.28%
+16,140
87
$397K 0.27%
+6,280
88
$359K 0.24%
+6,577
89
$348K 0.24%
+11,327
90
$323K 0.22%
+7,732
91
$323K 0.22%
+3,762
92
$322K 0.22%
+9,310
93
$316K 0.21%
+5,656
94
$295K 0.2%
+10,515
95
$294K 0.2%
+5,021
96
$292K 0.2%
+45,882
97
$259K 0.18%
+11,215
98
$255K 0.17%
+2,947
99
$251K 0.17%
+6,083
100
$242K 0.16%
+2,974
1 2 3
4
5