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
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.14M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$538K
5
JPM icon
JPMorgan Chase
JPM
+$390K

Top Sells

1
+$3.89M
2
+$1.21M
3
+$1.11M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$303K 0.24%
+2,293
102
$301K 0.24%
+12,806
103
$298K 0.24%
29,802
-4,806
104
$298K 0.24%
13,837
-795
105
$297K 0.24%
4,795
+2,050
106
$280K 0.22%
8,410
-2,774
107
$278K 0.22%
1,747
108
$270K 0.22%
11,349
109
$268K 0.22%
2,739
110
$264K 0.21%
2,180
-100
111
$264K 0.21%
5,300
112
$259K 0.21%
2,381
-569
113
$243K 0.19%
1,884
114
$239K 0.19%
2,542
115
$230K 0.18%
4,940
-420
116
$228K 0.18%
2,544
117
$222K 0.18%
6,621
-1,125
118
$217K 0.17%
+13,200
119
$216K 0.17%
7,147
+150
120
$214K 0.17%
7,700
121
$210K 0.17%
5,375
-3,405
122
$210K 0.17%
15,000
123
$210K 0.17%
14,645
-5,800
124
$208K 0.17%
1,733
125
$205K 0.16%
823
3 4
5
6 7