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
$125M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.14M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$538K
5
JPM icon
JPMorgan Chase
JPM
+$390K

Top Sells

1
+$3.89M
2
+$1.21M
3
+$1.11M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.16%
9,304
-6,774
127
$204K 0.16%
5,628
-5,031
128
$204K 0.16%
12,800
129
$190K 0.15%
15,933
130
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-10,000
131
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-10,985
132
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-4,154
133
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-8,650
134
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-4,887
135
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136
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137
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-2,625
138
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-3,780
139
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-9,604
140
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-17,639
141
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-1,700
142
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143
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-8,774
144
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-1,000
145
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-36,970
146
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147
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148
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-10,095
149
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-20,735
150
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-49,706
3 4 5
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