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
551
$75K 0.06%
+2,800
552
$75K 0.06%
26,316
-16,517
553
$75K 0.06%
+2,594
554
$75K 0.06%
5,159
+3,653
555
$74K 0.06%
2,500
+600
556
$74K 0.06%
+1,625
557
$74K 0.06%
4,627
-19,678
558
$74K 0.06%
724
-2,000
559
$74K 0.06%
1,571
-2,132
560
$74K 0.06%
1,800
-4,200
561
$74K 0.06%
2,033
562
$74K 0.06%
5,286
-16,321
563
$74K 0.06%
4,426
+4,411
564
$74K 0.06%
3,236
-12,596
565
$74K 0.06%
4,100
-2,400
566
$74K 0.06%
+1,400
567
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2,500
-2,300
568
$74K 0.06%
23,172
-27,920
569
$73K 0.06%
4,762
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570
$73K 0.06%
5,906
-17,445
571
$73K 0.06%
1,402
-2,300
572
$73K 0.06%
5,374
-7,503
573
$73K 0.06%
2,137
-2,891
574
$73K 0.06%
15,142
-49,502
575
$73K 0.06%
900
-300
21 22
23
24 25