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
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$952K
3 +$706K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$670K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$289K

Sector Composition

1 Financials 8.54%
2 Energy 8%
3 Healthcare 6.54%
4 Industrials 6.1%
5 Technology 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.15%
+2,850
127
$200K 0.15%
+8,124
128
$154K 0.12%
11,409
129
$148K 0.11%
13,268
-1,514
130
$96K 0.07%
10,095
131
$36K 0.03%
10,000
132
-6,598
133
-10,416
134
-2,435