AIM

Aspen Investment Management Portfolio holdings

AUM $327M
1-Year Est. Return 21.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.15M
3 +$1.12M
4
AMZN icon
Amazon
AMZN
+$595K
5
JPM icon
JPMorgan Chase
JPM
+$425K

Top Sells

1 +$3.89M
2 +$1.21M
3 +$1.2M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.05M
5
AET
Aetna Inc
AET
+$964K

Sector Composition

1 Financials 9.13%
2 Technology 7.24%
3 Healthcare 7.13%
4 Industrials 4.65%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-49,706