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
576
$73K 0.06%
2,997
-4,800
577
$73K 0.06%
9,406
-612
578
$73K 0.06%
4,291
-3,796
579
$73K 0.06%
+3,258
580
$73K 0.06%
4,458
-1,587
581
$73K 0.06%
2,044
-7,022
582
$73K 0.06%
3,993
+1,500
583
$72K 0.06%
800
-2,900
584
$72K 0.06%
+4,492
585
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800
+100
586
$72K 0.06%
+4,200
587
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927
-2,200
588
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1,302
-400
589
$72K 0.06%
3,633
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590
$72K 0.06%
6,699
-4,055
591
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2,102
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592
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3,900
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2,213
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6,237
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595
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2,647
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800
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597
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+600
598
$72K 0.06%
2,723
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599
$72K 0.06%
600
-100
600
$72K 0.06%
7,485
-18,096
22 23
24
25 26