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
401
$88K 0.07%
1,500
-2,300
402
$88K 0.07%
3,919
+1,672
403
$88K 0.07%
1,909
+1,305
404
$88K 0.07%
600
-1,000
405
$88K 0.07%
+3,000
406
$88K 0.07%
5,060
-16,725
407
$88K 0.07%
+3,660
408
$88K 0.07%
30,962
+1,841
409
$88K 0.07%
33,826
-32,196
410
$88K 0.07%
1,900
-1,800
411
$88K 0.07%
1,521
+1,200
412
$88K 0.07%
12,172
+3,527
413
$88K 0.07%
2,730
-5,396
414
$88K 0.07%
5,900
-2,600
415
$88K 0.07%
24,884
+858
416
$88K 0.07%
14,020
-22,620
417
$87K 0.07%
+1,000
418
$87K 0.07%
3,200
+2,900
419
$87K 0.07%
+91
420
$87K 0.07%
+3,591
421
$87K 0.07%
11,640
-25,022
422
$87K 0.07%
4,865
+2,951
423
$87K 0.07%
2,057
-4,433
424
$87K 0.07%
704
+233
425
$87K 0.07%
4,143
+1,578
15 16
17
18 19