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
626
$69K 0.06%
1,300
-1,700
627
$69K 0.06%
+1,972
628
$69K 0.06%
+1,780
629
$69K 0.06%
7,751
-39,836
630
$69K 0.06%
4,330
-12,110
631
$69K 0.06%
1,019
-163
632
$69K 0.06%
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633
$69K 0.06%
2,200
-2,200
634
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900
-700
635
$69K 0.06%
9,322
-39,607
636
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1,570
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637
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1,753
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638
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639
$69K 0.06%
11,439
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640
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800
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642
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647
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2,584
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648
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3,847
-8,680
649
$68K 0.06%
1,000
-900
650
$68K 0.06%
1,020
-2,805
24 25
26
27 28