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
$151M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$346K
3
+$247K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$226K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$207K

Top Sells

1
+$701K
2
+$576K
3
+$477K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
AMZN icon
Amazon
AMZN
+$393K

Sector Composition

1 Financials 9.43%
2 Technology 7.21%
3 Healthcare 6.61%
4 Industrials 4.72%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$393K 0.26%
7,614
102
$391K 0.26%
1,600
103
$382K 0.25%
3,735
104
$381K 0.25%
8,153
105
$377K 0.25%
8,780
-80
106
$371K 0.25%
14,632
-221
107
$363K 0.24%
11,184
-1,744
108
$351K 0.23%
14,970
109
$336K 0.22%
9,604
-48
110
$332K 0.22%
7,753
111
$314K 0.21%
36,970
-250
112
$313K 0.21%
11,349
-3,075
113
$310K 0.2%
15,317
114
$308K 0.2%
1,747
115
$303K 0.2%
2,739
+1
116
$295K 0.2%
5,360
-1,244
117
$295K 0.2%
20,735
118
$290K 0.19%
5,515
+1,100
119
$272K 0.18%
15,000
120
$272K 0.18%
7,746
-281
121
$271K 0.18%
10,985
-448
122
$266K 0.18%
5,300
-1,000
123
$266K 0.18%
12,800
124
$257K 0.17%
2,280
125
$252K 0.17%
1,884
3 4
5
6 7