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
$125M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$312K
3
+$294K
4
AET
Aetna Inc
AET
+$267K
5
UNH icon
UnitedHealth
UNH
+$244K

Top Sells

1
+$2.4M
2
+$915K
3
+$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$334K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.23%
5,051
+220
102
$286K 0.23%
3,375
103
$280K 0.22%
6,392
+260
104
$276K 0.22%
1,326
105
$269K 0.22%
5,803
+120
106
$269K 0.22%
2,000
107
$269K 0.22%
3,000
108
$266K 0.21%
3,300
+100
109
$262K 0.21%
3,162
-150
110
$258K 0.21%
10,860
-150
111
$250K 0.2%
2,527
+75
112
$247K 0.2%
10,126
+120
113
$244K 0.2%
2,258
114
$244K 0.2%
+2,060
115
$244K 0.2%
+2,775
116
$240K 0.19%
7,185
117
$227K 0.18%
2,000
118
$224K 0.18%
18,735
-400
119
$220K 0.18%
2,971
-50
120
$217K 0.17%
2,000
121
$216K 0.17%
+3,509
122
$215K 0.17%
4,960
123
$209K 0.17%
+2,162
124
$209K 0.17%
2,384
-46
125
$209K 0.17%
3,041
2 3 4
5
6