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
$126M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$548K
2 +$522K
3 +$287K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$128K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$94.9K

Top Sells

1 +$461K
2 +$257K
3 +$215K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$214K
5
TRV icon
Travelers Companies
TRV
+$206K

Sector Composition

1 Energy 16.22%
2 Industrials 8.72%
3 Financials 6.75%
4 Healthcare 6.31%
5 Technology 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,585
127
-2,465
128
-10,331