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
$151M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$346K
3
+$247K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$226K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$207K

Top Sells

1
+$701K
2
+$576K
3
+$477K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
AMZN icon
Amazon
AMZN
+$393K

Sector Composition

1 Financials 9.43%
2 Technology 7.21%
3 Healthcare 6.61%
4 Industrials 4.72%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$613K 0.41%
3,450
+25
77
$597K 0.39%
7,175
78
$592K 0.39%
14,140
79
$577K 0.38%
10,659
-67
80
$574K 0.38%
11,683
+290
81
$553K 0.37%
4,727
82
$534K 0.35%
5,645
83
$530K 0.35%
6,625
84
$516K 0.34%
6,665
+150
85
$514K 0.34%
26,661
+2,796
86
$506K 0.33%
10,946
87
$495K 0.33%
6,745
88
$495K 0.33%
3,062
89
$488K 0.32%
8,774
+400
90
$476K 0.31%
20,445
+640
91
$468K 0.31%
4,361
-50
92
$451K 0.3%
14,600
93
$447K 0.3%
31,240
+15,772
94
$442K 0.29%
6,528
+147
95
$437K 0.29%
16,078
-90
96
$428K 0.28%
4,862
97
$426K 0.28%
2,950
-15
98
$413K 0.27%
6,840
99
$407K 0.27%
3,825
100
$406K 0.27%
34,608
+11,244
2 3
4
5 6