AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+4.54%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$126M
AUM Growth
+$126M
(+3.8%)
Cap. Flow
-$279K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
128
New
2
Increased
23
Reduced
49
Closed
4
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
$548K |
| 2 |
Johnson Controls International
JCI
|
$522K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$287K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$128K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$94.9K |
Top Sells
| 1 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$461K |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$257K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$215K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$214K |
| 5 |
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% |