AIM
Aspen Investment Management Portfolio holdings
AUM
$238M
This Quarter Return
+2.14%
1 Year Return
+17.9%
3 Year Return
+57.94%
5 Year Return
+103.81%
10 Year Return
+204.12%
AUM
$133M
AUM Growth
+$133M
(+5.3%)
Cap. Flow
+$5.49M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
43.71%
Holding
133
New
9
Increased
23
Reduced
33
Closed
3
Top Buys
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$1.58M |
| 2 |
First Trust Dorsey Wright International Focus 5 ETF
IFV
|
$353K |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$242K |
| 4 |
iShares China Large-Cap ETF
FXI
|
$102K |
| 5 |
Apple
AAPL
|
$83.5K |
Sector Composition
| 1 | Energy | 14.8% |
| 2 | Industrials | 8.92% |
| 3 | Financials | 7.84% |
| 4 | Healthcare | 5.76% |
| 5 | Technology | 5.66% |
