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
$215M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$867K
3
+$806K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$627K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$558K

Top Sells

1
+$1.29M
2
+$1.05M
3
+$928K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$770K
5
HPQ icon
HP
HPQ
+$658K

Sector Composition

1 Technology 11.97%
2 Financials 10.07%
3 Industrials 6.08%
4 Healthcare 5.21%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$754K 0.35%
2,342
77
$716K 0.33%
927
-257
78
$695K 0.32%
2,490
+712
79
$685K 0.32%
3,595
+60
80
$684K 0.32%
746
+353
81
$682K 0.32%
3,637
-60
82
$679K 0.32%
19,778
+200
83
$666K 0.31%
9,476
-4
84
$643K 0.3%
7,203
+35
85
$639K 0.3%
2,750
86
$632K 0.29%
22,799
-301
87
$625K 0.29%
4,033
+13
88
$623K 0.29%
10,881
89
$605K 0.28%
22,706
-259
90
$604K 0.28%
9,696
91
$599K 0.28%
21,296
92
$593K 0.28%
7,245
-10
93
$589K 0.27%
11,288
-3,902
94
$551K 0.26%
4,988
+426
95
$544K 0.25%
15,270
96
$526K 0.24%
3,960
+2,080
97
$525K 0.24%
4,869
-179
98
$523K 0.24%
1,654
+60
99
$519K 0.24%
5,235
+1
100
$495K 0.23%
2,973
-100
2 3
4
5 6