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
$145M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$773K
3
+$718K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$562K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$501K

Top Sells

1
+$1.94M
2
+$706K
3
+$288K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$230K
5
BLK icon
Blackrock
BLK
+$209K

Sector Composition

1 Financials 9.48%
2 Technology 6.99%
3 Healthcare 5.98%
4 Industrials 4.94%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.41%
14,140
-400
77
$582K 0.4%
11,393
+250
78
$578K 0.4%
3,425
79
$576K 0.4%
8,860
-100
80
$560K 0.39%
7,175
-110
81
$524K 0.36%
6,625
-125
82
$523K 0.36%
5,645
+100
83
$511K 0.35%
3,552
-589
84
$495K 0.34%
4,727
-225
85
$486K 0.34%
4,411
86
$480K 0.33%
10,946
87
$477K 0.33%
13,370
88
$465K 0.32%
3,062
89
$454K 0.31%
6,515
+200
90
$438K 0.3%
16,168
91
$437K 0.3%
23,865
+2,085
92
$430K 0.3%
14,600
93
$430K 0.3%
12,928
+2,508
94
$413K 0.29%
19,805
-300
95
$411K 0.28%
6,745
96
$396K 0.27%
2,965
-27
97
$394K 0.27%
8,374
-846
98
$388K 0.27%
6,840
99
$384K 0.27%
8,860
-120
100
$384K 0.27%
14,424
-812
2 3
4
5 6