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
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.62%
2 Healthcare 6.7%
3 Technology 6.48%
4 Industrials 6.13%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$215K 0.16%
+8,614
127
$212K 0.16%
+7,097
128
$212K 0.16%
1,733
129
$211K 0.16%
+8,141
130
$209K 0.16%
8,000
-110
131
$208K 0.15%
+6,800
132
$206K 0.15%
1,850
-50
133
$203K 0.15%
+20,004
134
$203K 0.15%
+2,959
135
$159K 0.12%
11,409
136
$153K 0.11%
12,768
-500
137
$104K 0.08%
10,095
138
$38K 0.03%
10,000
139
-13,686