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 15.08%
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
2676
-7,694
2677
-2,704
2678
-36
2679
-7,113
2680
-1,100
2681
-1,000
2682
-4,213
2683
-400
2684
-1,194
2685
-1,700
2686
-100
2687
-1,785
2688
-1,118
2689
-100
2690
-681
2691
-5,760
2692
-1,397
2693
-800
2694
0
2695
-250
2696
-9
2697
-1,100
2698
-1,900
2699
-914
2700
-246