AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+2.57%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$119M
AUM Growth
+$119M
(-0.42%)
Cap. Flow
-$1.83M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
37.31%
Holding
128
New
11
Increased
26
Reduced
58
Closed
5
Top Buys
Top Sells
| 1 |
IOC
Interoil Corporation
IOC
|
$5.4M |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$549K |
| 3 |
DuPont de Nemours
DD
|
$216K |
| 4 |
iShares S&P 100 ETF
OEF
|
$212K |
| 5 |
NAV
Navistar International
NAV
|
$205K |
Sector Composition
| 1 | Energy | 9.83% |
| 2 | Industrials | 8.22% |
| 3 | Healthcare | 7.06% |
| 4 | Technology | 6.61% |
| 5 | Financials | 6.48% |