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
$150M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$109K
3
+$85K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$68.2K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$61.2K

Top Sells

1
+$493K
2
+$390K
3
+$359K
4
FITB icon
Fifth Third Bancorp
FITB
+$357K
5
LYFT icon
Lyft
LYFT
+$248K

Sector Composition

1 Financials 8%
2 Technology 7.69%
3 Healthcare 6.44%
4 Industrials 4.79%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$309K 0.21%
7,753
102
$306K 0.2%
10,703
103
$304K 0.2%
7,475
+500
104
$304K 0.2%
1,884
105
$290K 0.19%
6,391
106
$288K 0.19%
2,542
107
$286K 0.19%
24,144
108
$282K 0.19%
10,074
-675
109
$275K 0.18%
4,918
+628
110
$275K 0.18%
1,500
111
$273K 0.18%
3,178
112
$269K 0.18%
2,249
-40
113
$267K 0.18%
6,075
+212
114
$267K 0.18%
5,300
115
$258K 0.17%
1,733
116
$257K 0.17%
892
117
$249K 0.17%
7,400
-300
118
$243K 0.16%
5,107
-1,328
119
$240K 0.16%
5,873
-767
120
$226K 0.15%
15,000
121
$224K 0.15%
1,628
-119
122
$224K 0.15%
1,700
123
$221K 0.15%
2,745
-2,050
124
$220K 0.15%
5,375
-800
125
$211K 0.14%
1,249
2 3 4
5
6