AIM

Aspen Investment Management Portfolio holdings

AUM $331M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$11.6M
3
+$5.97M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.18M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Energy 16.36%
2 Technology 7.84%
3 Financials 7.59%
4 Industrials 7.5%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.16%
+2,775
102
$234K 0.16%
+6,486
103
$229K 0.16%
+3,606
104
$223K 0.15%
+7,775
105
$220K 0.15%
+8,020
106
$218K 0.15%
+4,240
107
$210K 0.14%
+4,648
1 2 3 4
5