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
$125M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$312K
3
+$294K
4
AET
Aetna Inc
AET
+$267K
5
UNH icon
UnitedHealth
UNH
+$244K

Top Sells

1
+$2.4M
2
+$915K
3
+$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$334K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.31%
11,870
-300
77
$386K 0.31%
14,840
-1,000
78
$381K 0.3%
14,605
+830
79
$370K 0.3%
5,021
80
$369K 0.3%
3,187
81
$363K 0.29%
8,402
82
$353K 0.28%
18,200
+3,200
83
$353K 0.28%
2,515
-25
84
$350K 0.28%
5,985
+120
85
$340K 0.27%
3,835
86
$338K 0.27%
13,703
-199
87
$337K 0.27%
12,645
-805
88
$332K 0.27%
10,893
-125
89
$325K 0.26%
3,726
-23
90
$316K 0.25%
6,300
-47,900
91
$312K 0.25%
+6,070
92
$307K 0.25%
2,226
93
$302K 0.24%
11,420
-520
94
$298K 0.24%
9,184
95
$297K 0.24%
3,714
96
$297K 0.24%
7,403
+270
97
$297K 0.24%
35,892
-420
98
$294K 0.24%
18,250
99
$294K 0.24%
+20,448
100
$289K 0.23%
20,060
+3,360
2 3
4
5 6