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
$145M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$773K
3
+$718K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$562K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$501K

Top Sells

1
+$1.94M
2
+$706K
3
+$288K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$230K
5
BLK icon
Blackrock
BLK
+$209K

Sector Composition

1 Financials 9.48%
2 Technology 6.99%
3 Healthcare 5.98%
4 Industrials 4.94%
5 Consumer Staples 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$383K 0.26%
4,862
102
$375K 0.26%
3,825
103
$370K 0.26%
6,381
-129
104
$360K 0.25%
14,853
+63
105
$355K 0.25%
8,153
-100
106
$350K 0.24%
6,604
107
$348K 0.24%
14,970
108
$338K 0.23%
37,220
-1,130
109
$335K 0.23%
7,614
-150
110
$335K 0.23%
3,735
+175
111
$333K 0.23%
7,753
-99
112
$331K 0.23%
1,600
113
$323K 0.22%
9,652
+531
114
$316K 0.22%
6,300
115
$310K 0.21%
1,263
+28
116
$309K 0.21%
8,027
-100
117
$309K 0.21%
15,317
-486
118
$289K 0.2%
12,800
119
$287K 0.2%
1,747
120
$280K 0.19%
11,433
+105
121
$278K 0.19%
2,738
+238
122
$271K 0.19%
2,280
+200
123
$269K 0.19%
15,000
124
$257K 0.18%
23,364
+1,344
125
$254K 0.18%
+2,744
2 3 4
5
6