AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
-10.77%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$125M
AUM Growth
+$125M
(-18%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-8.17%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
151
New
4
Increased
25
Reduced
49
Closed
22
Top Buys
| 1 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.25M |
| 2 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$1.14M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.04M |
| 4 |
Amazon
AMZN
|
$538K |
| 5 |
JPMorgan Chase
JPM
|
$390K |
Top Sells
Sector Composition
| 1 | Financials | 9.13% |
| 2 | Technology | 7.24% |
| 3 | Healthcare | 7.13% |
| 4 | Industrials | 4.65% |
| 5 | Consumer Staples | 3.69% |