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
251
$113K 0.09%
+1,000
252
$113K 0.09%
2,305
+1,405
253
$112K 0.09%
8,532
-32,607
254
$112K 0.09%
1,000
-500
255
$112K 0.09%
2,726
+1,000
256
$112K 0.09%
1,500
+500
257
$112K 0.09%
2,217
-486
258
$112K 0.09%
+1,400
259
$112K 0.09%
+1,799
260
$112K 0.09%
901
-2,800
261
$111K 0.09%
5,926
-182
262
$111K 0.09%
2,418
-2,781
263
$111K 0.09%
4,471
-2,808
264
$111K 0.09%
+2,421
265
$111K 0.09%
8,117
-5,602
266
$110K 0.09%
1,070
+423
267
$110K 0.09%
+5,360
268
$110K 0.09%
4,363
-237
269
$109K 0.09%
400
-500
270
$109K 0.09%
+6,387
271
$109K 0.09%
1,300
-900
272
$109K 0.09%
+2,820
273
$109K 0.09%
8,141
-22,627
274
$109K 0.09%
4,111
-2,805
275
$109K 0.09%
13,040
-1,394
9 10
11
12 13