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
$156M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.3M
3 +$685K
4
TEX icon
Terex
TEX
+$532K
5
TECK icon
Teck Resources
TECK
+$424K

Top Sells

1 +$1.1M
2 +$815K
3 +$618K
4
BMY icon
Bristol-Myers Squibb
BMY
+$615K
5
CVS icon
CVS Health
CVS
+$562K

Sector Composition

1 Technology 9.87%
2 Financials 8.09%
3 Healthcare 8%
4 Industrials 6.82%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$212K 0.14%
463
127
$207K 0.13%
4,600
128
$204K 0.13%
+4,361
129
-12,755
130
-2,415
131
-6,035
132
-446
133
-4,708
134
-3,015
135
-9,235
136
-692
137
-1,775
138
-2,000
139
-6,085
140
-11,567