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
426
$87K 0.07%
+2,824
427
$87K 0.07%
632
+311
428
$87K 0.07%
5,306
+4,375
429
$87K 0.07%
800
-2,000
430
$87K 0.07%
5,257
-9,924
431
$87K 0.07%
196
-151
432
$87K 0.07%
1,000
-1,500
433
$86K 0.07%
2,258
-5,300
434
$86K 0.07%
2,000
+200
435
$86K 0.07%
1,861
+600
436
$86K 0.07%
777
-741
437
$86K 0.07%
7,129
-2,526
438
$86K 0.07%
2,220
+2,120
439
$85K 0.07%
307
+135
440
$85K 0.07%
3,632
-4,926
441
$85K 0.07%
3,545
-2,618
442
$85K 0.07%
37,230
-92,250
443
$84K 0.07%
3,678
+1,778
444
$84K 0.07%
1,400
-600
445
$84K 0.07%
6,341
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446
$84K 0.07%
7,815
+2,356
447
$84K 0.07%
4,916
+4,600
448
$84K 0.07%
4,307
-6,120
449
$84K 0.07%
+2,215
450
$84K 0.07%
10,431
-5,601