AIM

Aspen Investment Management Portfolio holdings

AUM $259M
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$1.29M
2 +$1.05M
3 +$928K
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$770K
5
HPQ icon
HP
HPQ
+$658K

Sector Composition

1 Technology 11.97%
2 Financials 10.07%
3 Industrials 6.08%
4 Healthcare 5.21%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,706