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
$164M
AUM Growth
+$6.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$1.04M
3
+$528K
4
XLNX
Xilinx Inc
XLNX
+$528K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$521K

Top Sells

1
+$789K
2
+$663K
3
+$499K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$488K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$453K

Sector Composition

1 Energy 15.86%
2 Financials 8.07%
3 Industrials 7.62%
4 Technology 7.33%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.39%
24,022
+15,570
77
$629K 0.38%
39,185
+3,350
78
$611K 0.37%
23,840
-400
79
$597K 0.36%
46,791
+705
80
$586K 0.36%
15,630
+2,450
81
$571K 0.35%
16,755
+6,890
82
$566K 0.35%
11,910
-140
83
$549K 0.34%
6,400
+180
84
$546K 0.33%
8,570
+480
85
$528K 0.32%
+11,155
86
$499K 0.3%
7,032
-300
87
$486K 0.3%
11,475
88
$481K 0.29%
24,990
89
$466K 0.28%
+9,746
90
$449K 0.27%
16,018
91
$432K 0.26%
6,504
-138
92
$419K 0.26%
+24,310
93
$407K 0.25%
15,680
+1,260
94
$379K 0.23%
14,500
95
$371K 0.23%
9,300
+190
96
$365K 0.22%
5,021
97
$363K 0.22%
3,312
-350
98
$351K 0.21%
3,187
-192
99
$349K 0.21%
8,602
-2,500
100
$335K 0.2%
42,882
+180
2 3
4
5 6