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
$135M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$15.6M
2 +$407K
3 +$240K
4
GILD icon
Gilead Sciences
GILD
+$218K
5
BP icon
BP
BP
+$217K

Sector Composition

1 Energy 10.36%
2 Industrials 9.11%
3 Financials 7.82%
4 Healthcare 6.08%
5 Technology 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$172K 0.13%
14,782
+400
127
$153K 0.11%
11,409
128
$100K 0.07%
10,095
129
$29K 0.02%
10,000
130
-6,789
131
-3,050
132
-327,394