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
$119M
AUM Growth
-$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$6.13M
2 +$1.84M
3 +$1.74M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$515K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$359K

Sector Composition

1 Energy 19.83%
2 Industrials 7.36%
3 Financials 7.32%
4 Healthcare 7.23%
5 Technology 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,000
127
-6,181
128
-7,185
129
-3,000