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
376
$91K 0.08%
+2,064
377
$91K 0.08%
3,106
+1,200
378
$91K 0.08%
+1,000
379
$91K 0.08%
15,413
+11,408
380
$91K 0.08%
12,191
-31,002
381
$91K 0.08%
1,400
-2,300
382
$90K 0.07%
8,213
-24,416
383
$90K 0.07%
3,455
-2,879
384
$90K 0.07%
2,383
-2,317
385
$90K 0.07%
+1,705
386
$90K 0.07%
8,115
-10,053
387
$90K 0.07%
5,820
+5,700
388
$90K 0.07%
14,609
-5,044
389
$90K 0.07%
800
+700
390
$90K 0.07%
1,947
-4,300
391
$90K 0.07%
2,200
-3,000
392
$90K 0.07%
2,621
-179
393
$90K 0.07%
2,844
-4,300
394
$90K 0.07%
3,294
-7,282
395
$89K 0.07%
994
+800
396
$89K 0.07%
4,109
-13,799
397
$89K 0.07%
3,646
-543
398
$89K 0.07%
4,460
-3,066
399
$89K 0.07%
4,142
-6,312
400
$89K 0.07%
5,929
-846