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
$160M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$783K
3 +$582K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$549K
5
IBM icon
IBM
IBM
+$534K

Top Sells

1 +$1.2M
2 +$1.08M
3 +$1.07M
4
FITB icon
Fifth Third Bancorp
FITB
+$989K
5
JPM icon
JPMorgan Chase
JPM
+$810K

Sector Composition

1 Healthcare 9.76%
2 Technology 9.06%
3 Consumer Staples 7.56%
4 Financials 7.02%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-900
152
-2,060