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
26
$213K 0.18%
17,075
+11,709
27
$213K 0.18%
7,660
-5,376
28
$211K 0.17%
9,998
-802
29
$211K 0.17%
51,606
+4,276
30
$210K 0.17%
3,500
-1,300
31
$210K 0.17%
6,038
-2,900
32
$210K 0.17%
6,212
+4,391
33
$208K 0.17%
13,801
-15,461
34
$207K 0.17%
4,268
-7,100
35
$206K 0.17%
13,850
-14,347
36
$202K 0.17%
8,533
-417
37
$201K 0.17%
2,963
-1,665
38
$201K 0.17%
2,208
+1,200
39
$200K 0.17%
2,824
-5,100
40
$200K 0.17%
10,173
-13,592
41
$199K 0.16%
21,066
+7,569
42
$197K 0.16%
10,666
+5,366
43
$197K 0.16%
8,008
-14,752
44
$197K 0.16%
9,244
-8,539
45
$196K 0.16%
49,617
+24,174
46
$195K 0.16%
2,000
-2,100
47
$195K 0.16%
6,265
-805
48
$194K 0.16%
4,168
-6,900
49
$192K 0.16%
7,741
+60
50
$192K 0.16%
2,797
-3,200