AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+0.8%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$150M
AUM Growth
+$150M
(-1.5%)
Cap. Flow
-$2.98M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
32.96%
Holding
136
New
–
Increased
35
Reduced
55
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$321K |
| 2 |
Amazon
AMZN
|
$109K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$85K |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$68.2K |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$61.2K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$493K |
| 2 |
Lockheed Martin
LMT
|
$390K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$359K |
| 4 |
Fifth Third Bancorp
FITB
|
$357K |
| 5 |
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% |
