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
$150M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$109K
3
+$85K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$68.2K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$61.2K

Top Sells

1
+$493K
2
+$390K
3
+$359K
4
FITB icon
Fifth Third Bancorp
FITB
+$357K
5
LYFT icon
Lyft
LYFT
+$248K

Sector Composition

1 Financials 8%
2 Technology 7.69%
3 Healthcare 6.44%
4 Industrials 4.79%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$567K 0.38%
4,485
-239
77
$566K 0.38%
6,770
+25
78
$563K 0.38%
14,776
-202
79
$541K 0.36%
4,186
-75
80
$524K 0.35%
13,700
81
$512K 0.34%
6,371
82
$511K 0.34%
10,076
-100
83
$492K 0.33%
4,163
84
$484K 0.32%
7,001
+150
85
$475K 0.32%
2,887
86
$474K 0.32%
6,652
87
$474K 0.32%
22,500
88
$472K 0.32%
11,283
-400
89
$469K 0.31%
24,909
-540
90
$466K 0.31%
1,600
91
$441K 0.29%
2,761
-417
92
$413K 0.28%
7,497
-600
93
$412K 0.28%
5,445
-50
94
$392K 0.26%
12,737
95
$383K 0.26%
14,970
96
$360K 0.24%
6,321
97
$358K 0.24%
12,100
-2,500
98
$353K 0.24%
5,780
99
$350K 0.23%
24,020
-8,346
100
$320K 0.21%
2,302
2 3
4
5 6