AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+3.65%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$135M
AUM Growth
+$135M
(+1.3%)
Cap. Flow
-$2.51M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
139
New
8
Increased
33
Reduced
27
Closed
1
Top Buys
| 1 |
DuPont de Nemours
DD
|
$1.21M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.12M |
| 3 |
HSBC
HSBC
|
$712K |
| 4 |
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
|
$215K |
| 5 |
Corning
GLW
|
$212K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$5.92M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$1.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$348K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$218K |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$156K |
Sector Composition
| 1 | Financials | 9.62% |
| 2 | Healthcare | 6.7% |
| 3 | Technology | 6.48% |
| 4 | Industrials | 6.13% |
| 5 | Consumer Staples | 4.2% |
