AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+5.23%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$141M
AUM Growth
+$141M
(+4.5%)
Cap. Flow
+$2.15M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
32.86%
Holding
144
New
6
Increased
32
Reduced
37
Closed
4
Top Buys
Top Sells
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$1.7M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$1.66M |
| 3 |
Exxon Mobil
XOM
|
$1.02M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$417K |
| 5 |
Brunswick
BC
|
$333K |
Sector Composition
| 1 | Financials | 10.08% |
| 2 | Technology | 6.78% |
| 3 | Healthcare | 6.35% |
| 4 | Industrials | 5.83% |
| 5 | Consumer Staples | 4.44% |
