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
$133M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.35M
3
+$907K
4
IBB icon
iShares Biotechnology ETF
IBB
+$567K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$526K

Top Sells

1
+$1.58M
2
+$353K
3
+$242K
4
YUM icon
Yum! Brands
YUM
+$240K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$102K

Sector Composition

1 Energy 14.8%
2 Industrials 8.92%
3 Financials 7.84%
4 Healthcare 5.76%
5 Technology 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.15%
19,735
-3,400
127
$174K 0.13%
14,382
-4,150
128
$151K 0.11%
11,409
129
$105K 0.08%
10,095
130
$26K 0.02%
10,000
131
– –
-20,200
132
– –
-18,682
133
– –
-15,000
2 3 4 5
6