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
$140M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.3M
3
+$1.18M
4
WMT icon
Walmart
WMT
+$1.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.02M

Top Sells

1
+$5.49M
2
+$4.58M
3
+$2.42M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.42M
5
HSBC icon
HSBC
HSBC
+$485K

Sector Composition

1 Technology 13.28%
2 Financials 8.76%
3 Healthcare 7.65%
4 Consumer Discretionary 6.4%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.38%
+2,400
77
$507K 0.36%
4,009
-61
78
$498K 0.36%
6,234
79
$496K 0.36%
2,887
80
$480K 0.34%
10,746
81
$476K 0.34%
3,746
-140
82
$446K 0.32%
+46,920
83
$443K 0.32%
8,664
-179
84
$429K 0.31%
14,586
-50
85
$419K 0.3%
5,674
-105
86
$405K 0.29%
23,100
-240
87
$384K 0.28%
4,319
88
$357K 0.26%
17,910
-60
89
$351K 0.25%
3,688
90
$344K 0.25%
10,193
-290
91
$337K 0.24%
3,221
+1
92
$333K 0.24%
+2,027
93
$322K 0.23%
6,056
-71
94
$293K 0.21%
12,750
95
$287K 0.21%
5,197
-100
96
$277K 0.2%
9,785
97
$271K 0.19%
5,646
-120
98
$265K 0.19%
5,300
99
$264K 0.19%
2,249
100
$259K 0.19%
10,800
1 2 3
4
5