AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+4.98%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$151M
AUM Growth
+$151M
(+4.5%)
Cap. Flow
+$1.51M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
33.52%
Holding
153
New
5
Increased
47
Reduced
47
Closed
6
Top Buys
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$701K |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$576K |
| 3 |
CA
CA, Inc.
CA
|
$477K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$440K |
| 5 |
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% |