AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,767
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$236K
3
+$167K
4
SAM icon
Boston Beer
SAM
+$157K
5
X
US Steel
X
+$156K

Top Sells

1
+$838K
2
+$595K
3
+$588K
4
TSE
Trinseo
TSE
+$518K
5
FDP icon
Fresh Del Monte Produce
FDP
+$435K

Sector Composition

1 Industrials 15.06%
2 Financials 14.7%
3 Technology 12.2%
4 Healthcare 10.89%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.1%
1,500
-900
227
$118K 0.1%
3,496
-1,084
228
$118K 0.1%
6,059
-14,400
229
$118K 0.1%
900
+500
230
$117K 0.1%
3,000
-5,600
231
$117K 0.1%
3,690
-2,000
232
$117K 0.1%
6,717
-1,640
233
$117K 0.1%
1,414
-2,369
234
$117K 0.1%
600
+200
235
$117K 0.1%
5,989
-6,830
236
$116K 0.1%
4,660
-12,200
237
$116K 0.1%
4,717
-3,388
238
$116K 0.1%
4,121
+20
239
$116K 0.1%
4,629
-1,800
240
$115K 0.1%
2,976
-4,300
241
$115K 0.1%
4,630
-346
242
$115K 0.1%
6,631
-2,789
243
$115K 0.1%
7,189
-2,000
244
$114K 0.09%
5,126
-11,757
245
$114K 0.09%
+2,036
246
$114K 0.09%
5,072
-6,739
247
$113K 0.09%
3,189
-3,700
248
$113K 0.09%
1,200
-200
249
$113K 0.09%
5,214
-2,608
250
$113K 0.09%
2,177
+377
8 9
10
11 12