AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+2.56%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$156M
AUM Growth
+$156M
(+2.2%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.82%
Top 10 Holdings %
Top 10 Hldgs %
34.63%
Holding
140
New
15
Increased
34
Reduced
54
Closed
12
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.76M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.3M |
| 3 |
Charles Schwab
SCHW
|
$685K |
| 4 |
Terex
TEX
|
$532K |
| 5 |
Teck Resources
TECK
|
$424K |
Top Sells
| 1 |
Costco
COST
|
$1.1M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$815K |
| 3 |
Kellanova
K
|
$618K |
| 4 |
Bristol-Myers Squibb
BMY
|
$615K |
| 5 |
CVS Health
CVS
|
$562K |
Sector Composition
| 1 | Technology | 9.87% |
| 2 | Financials | 8.09% |
| 3 | Healthcare | 8% |
| 4 | Industrials | 6.82% |
| 5 | Consumer Staples | 5.14% |
