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

Top Buys

1
+$1.21M
2
+$1.11M
3
+$712K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$215K
5
GLW icon
Corning
GLW
+$212K

Top Sells

1
+$5.92M
2
+$1.1M
3
+$348K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$218K
5
IGIB icon
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%
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
2 3 4 5
6