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
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.56M
3 +$1.93M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.75M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$677K

Sector Composition

1 Technology 14.25%
2 Financials 9.02%
3 Healthcare 7.19%
4 Industrials 7.01%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,405
152
-4,680
153
-2,760
154
-262,591
155
-251,653