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
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.14M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$538K
5
JPM icon
JPMorgan Chase
JPM
+$390K

Top Sells

1
+$3.89M
2
+$1.21M
3
+$1.11M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$518K 0.42%
10,946
77
$506K 0.41%
31,665
+5,004
78
$501K 0.4%
2,999
-75
79
$488K 0.39%
6,745
80
$485K 0.39%
11,683
81
$476K 0.38%
6,528
82
$447K 0.36%
8,451
+2,936
83
$429K 0.34%
3,278
-1,131
84
$416K 0.33%
6,665
85
$412K 0.33%
4,361
86
$400K 0.32%
2,887
-175
87
$393K 0.32%
4,125
+300
88
$390K 0.31%
13,587
-8,175
89
$371K 0.3%
8,214
+600
90
$369K 0.3%
14,600
91
$358K 0.29%
1,600
92
$357K 0.29%
6,851
-5,935
93
$341K 0.27%
3,735
94
$333K 0.27%
6,740
-100
95
$326K 0.26%
4,862
96
$324K 0.26%
26,404
-4,836
97
$321K 0.26%
14,970
98
$315K 0.25%
7,678
-475
99
$309K 0.25%
15,317
100
$303K 0.24%
7,753
2 3
4
5 6