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
$150M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$109K
3
+$85K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$68.2K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$61.2K

Top Sells

1
+$493K
2
+$390K
3
+$359K
4
FITB icon
Fifth Third Bancorp
FITB
+$357K
5
LYFT icon
Lyft
LYFT
+$248K

Sector Composition

1 Financials 8%
2 Technology 7.69%
3 Healthcare 6.44%
4 Industrials 4.79%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.14%
8,754
127
$211K 0.14%
12,800
128
$210K 0.14%
4,708
-111
129
$203K 0.14%
14,209
130
$201K 0.13%
7,047
-100
131
$151K 0.1%
12,295
-600
132
– –
-12,806
133
– –
-3,767
134
– –
-823
135
– –
-1,200
136
– –
-2,293
2 3 4 5
6