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
$160M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$783K
3
+$582K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$549K
5
IBM icon
IBM
IBM
+$534K

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.07M
4
FITB icon
Fifth Third Bancorp
FITB
+$989K
5
JPM icon
JPMorgan Chase
JPM
+$810K

Sector Composition

1 Healthcare 9.76%
2 Technology 9.06%
3 Consumer Staples 7.56%
4 Financials 7.02%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$702K 0.44%
3,927
-1
77
$696K 0.44%
1,735
-450
78
$686K 0.43%
5,279
-350
79
$656K 0.41%
6,120
80
$644K 0.4%
10,186
-9,901
81
$642K 0.4%
21,318
-100
82
$639K 0.4%
7,124
83
$621K 0.39%
6,700
+5
84
$593K 0.37%
3,861
85
$582K 0.36%
+3,734
86
$545K 0.34%
5,772
-833
87
$537K 0.34%
15,681
+5,849
88
$531K 0.33%
+4,385
89
$514K 0.32%
6,986
-16
90
$507K 0.32%
+7,565
91
$505K 0.32%
25,000
92
$496K 0.31%
2,387
93
$494K 0.31%
9,058
+5,076
94
$483K 0.3%
18,770
95
$478K 0.3%
22,863
+72
96
$477K 0.3%
+5,818
97
$475K 0.3%
+8,073
98
$452K 0.28%
3,258
-30
99
$434K 0.27%
4,762
+20
100
$412K 0.26%
5,757
+602
2 3
4
5 6