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
$135M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.85M
3
+$634K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$410K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$354K

Top Sells

1
+$15.6M
2
+$407K
3
+$240K
4
GILD icon
Gilead Sciences
GILD
+$218K
5
BP icon
BP
BP
+$217K

Sector Composition

1 Energy 10.36%
2 Industrials 9.11%
3 Financials 7.82%
4 Healthcare 6.08%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.34%
10,946
-150
77
$463K 0.34%
14,440
78
$456K 0.34%
48,582
+10,170
79
$438K 0.32%
4,724
80
$429K 0.32%
27,240
+820
81
$426K 0.32%
10,443
82
$424K 0.31%
13,370
83
$419K 0.31%
3,221
84
$418K 0.31%
3,187
85
$418K 0.31%
46,023
-525
86
$417K 0.31%
14,083
+550
87
$415K 0.31%
8,675
+934
88
$402K 0.3%
9,014
-245
89
$377K 0.28%
7,998
90
$373K 0.28%
4,628
91
$361K 0.27%
14,270
+2,750
92
$356K 0.26%
2,226
93
$354K 0.26%
+8,980
94
$345K 0.26%
10,989
-231
95
$343K 0.25%
4,862
96
$337K 0.25%
5,170
+125
97
$336K 0.25%
7,176
98
$335K 0.25%
3,684
99
$333K 0.25%
13,850
100
$331K 0.25%
20,979
+1,701
2 3
4
5 6