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
451
$83K 0.07%
1,445
-5,700
452
$83K 0.07%
4,000
-4,000
453
$83K 0.07%
2,485
-439
454
$83K 0.07%
1,400
+900
455
$83K 0.07%
3,400
-2,900
456
$83K 0.07%
1,800
+1,100
457
$83K 0.07%
+6,000
458
$83K 0.07%
5,957
-16,730
459
$83K 0.07%
3,329
+2,300
460
$83K 0.07%
4,118
-5,694
461
$83K 0.07%
54,297
-16,322
462
$83K 0.07%
15,413
+4,873
463
$83K 0.07%
1,687
+100
464
$82K 0.07%
6,385
-5,300
465
$82K 0.07%
28,604
-5,175
466
$82K 0.07%
4,033
-934
467
$82K 0.07%
+1,800
468
$81K 0.07%
5,940
-4,400
469
$81K 0.07%
1,524
-2,976
470
$81K 0.07%
5,744
-14,215
471
$81K 0.07%
10,500
-28,500
472
$81K 0.07%
1,969
-1,996
473
$81K 0.07%
5,644
-14,102
474
$81K 0.07%
6,168
-2,306
475
$81K 0.07%
3,597
+2,433
17 18
19
20 21