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
$125M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$312K
3
+$294K
4
AET
Aetna Inc
AET
+$267K
5
UNH icon
UnitedHealth
UNH
+$244K

Top Sells

1
+$2.4M
2
+$915K
3
+$495K
4
EMR icon
Emerson Electric
EMR
+$413K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$334K

Sector Composition

1 Energy 15.3%
2 Industrials 7.67%
3 Healthcare 7.31%
4 Financials 6.61%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 11.52%
312,005
+170,077
2
$6.13M 4.91%
78,417
-4,270
3
$5.91M 4.72%
106,710
-744
4
$4.48M 3.59%
44,154
+550
5
$4M 3.2%
19,364
-666
6
$3.98M 3.18%
73,331
-75
7
$3.76M 3.01%
156,176
-3,056
8
$3.21M 2.56%
73,262
-1,972
9
$2.98M 2.39%
74,345
-990
10
$2.83M 2.26%
22,746
-160
11
$2.58M 2.06%
30,577
-38
12
$2M 1.6%
31,112
-867
13
$1.74M 1.39%
72,272
-2,100
14
$1.7M 1.36%
12,821
-1,573
15
$1.54M 1.24%
12,994
+241
16
$1.5M 1.2%
62,631
-2,052
17
$1.42M 1.14%
14,112
-136
18
$1.4M 1.12%
34,492
+614
19
$1.36M 1.08%
15,947
+220
20
$1.3M 1.04%
8,128
+55
21
$1.28M 1.02%
37,968
-2,190
22
$1.27M 1.02%
24,140
+2,400
23
$1.23M 0.98%
45,656
-810
24
$1.23M 0.98%
44,775
+186
25
$1.18M 0.94%
28,848
-22,389
1
2 3 4 5