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
$151M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$346K
3 +$247K
4
SCHK icon
Schwab 1000 Index ETF
SCHK
+$226K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$207K

Top Sells

1 +$701K
2 +$576K
3 +$477K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$440K
5
AMZN icon
Amazon
AMZN
+$393K

Sector Composition

1 Financials 9.43%
2 Technology 7.21%
3 Healthcare 6.61%
4 Industrials 4.72%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,860
152
-15,600
153
-13,370