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
326
$99K 0.08%
1,838
-500
327
$99K 0.08%
1,810
-1,570
328
$99K 0.08%
21,638
+6,087
329
$99K 0.08%
3,500
-2,700
330
$98K 0.08%
1,383
-3,600
331
$98K 0.08%
1,200
+400
332
$98K 0.08%
14,320
+4,295
333
$98K 0.08%
600
-700
334
$98K 0.08%
5,757
-4,555
335
$98K 0.08%
4,100
-4,000
336
$98K 0.08%
891
+577
337
$97K 0.08%
3,464
+1,964
338
$97K 0.08%
2,556
-200
339
$97K 0.08%
2,479
-3,800
340
$97K 0.08%
1,800
-1,400
341
$96K 0.08%
801
-3,099
342
$96K 0.08%
1,878
-1,600
343
$96K 0.08%
24,839
-60,028
344
$96K 0.08%
25,890
-13,297
345
$96K 0.08%
5,619
+2,724
346
$95K 0.08%
2,940
-2,846
347
$95K 0.08%
3,100
-2,800
348
$95K 0.08%
+1,124
349
$95K 0.08%
10,564
-18,541
350
$95K 0.08%
+900
12 13
14
15 16