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
$179M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.42M
3 +$1.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.03M
5
TGT icon
Target
TGT
+$965K

Top Sells

1 +$3.06M
2 +$1.28M
3 +$1.04M
4
QCOM icon
Qualcomm
QCOM
+$1M
5
HD icon
Home Depot
HD
+$799K

Sector Composition

1 Financials 11.97%
2 Technology 11.13%
3 Healthcare 7.25%
4 Industrials 6.94%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,447
152
-4,244
153
-144,063
154
-45,042
155
-3,561