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
$191M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.42M
3
+$1.08M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$612K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$498K

Top Sells

1
+$2.45M
2
+$1.2M
3
+$1.1M
4
ROK icon
Rockwell Automation
ROK
+$818K
5
ADBE icon
Adobe
ADBE
+$810K

Sector Composition

1 Technology 10.62%
2 Financials 9.49%
3 Healthcare 9.18%
4 Consumer Staples 6.65%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.24%
1,125
-5
102
$453K 0.24%
+5,061
103
$450K 0.24%
2,228
+288
104
$445K 0.23%
11,603
+10
105
$441K 0.23%
3,160
+60
106
$441K 0.23%
+8,031
107
$439K 0.23%
5,103
+34
108
$430K 0.23%
5,197
-5,490
109
$426K 0.22%
9,590
-195
110
$394K 0.21%
+5,155
111
$389K 0.2%
4,742
112
$386K 0.2%
7,231
-50
113
$358K 0.19%
2,209
114
$354K 0.19%
1,700
115
$334K 0.18%
12,240
-9,780
116
$331K 0.17%
+9,832
117
$328K 0.17%
2,400
+10
118
$323K 0.17%
+3,774
119
$311K 0.16%
+7,532
120
$308K 0.16%
+8,482
121
$292K 0.15%
+4,779
122
$290K 0.15%
+3,212
123
$288K 0.15%
6,700
-150
124
$280K 0.15%
14,984
+8
125
$278K 0.15%
1,522
3 4
5
6 7