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
$153M
AUM Growth
+$3.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Sells

1 +$2.85M
2 +$854K
3 +$768K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$693K
5
OXY icon
Occidental Petroleum
OXY
+$556K

Sector Composition

1 Healthcare 9.91%
2 Technology 7.91%
3 Financials 7.76%
4 Consumer Staples 7.22%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,421
127
-2,105
128
-9,048
129
-6,656
130
-15,012
131
-5,370
132
-8,976
133
-2,503
134
-38,877
135
-134,531