AIM

Aspen Investment Management Portfolio holdings

AUM $331M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$7.29M
2 +$322K
3 +$285K
4
AET
Aetna Inc
AET
+$245K
5
UNH icon
UnitedHealth
UNH
+$229K

Top Sells

1 +$2.4M
2 +$910K
3 +$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$335K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.16%
6,181
127
-6,683
128
-11,910