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
501
$79K 0.07%
5,087
-5,300
502
$78K 0.06%
2,463
-3,699
503
$78K 0.06%
800
-600
504
$78K 0.06%
+8,566
505
$78K 0.06%
3,780
+2,412
506
$78K 0.06%
22,319
-28,915
507
$78K 0.06%
900
+100
508
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509
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+3,911
510
$78K 0.06%
3,379
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511
$78K 0.06%
21,664
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512
$78K 0.06%
31,226
-17,176
513
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1,400
514
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+2,066
515
$77K 0.06%
8,449
-6,087
516
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6,711
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6,860
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9,256
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254
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$77K 0.06%
2,243
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524
$77K 0.06%
7,339
-12,339
525
$76K 0.06%
+34,643