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 15.08%
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
676
$67K 0.06%
+2,011
677
$67K 0.06%
+1,200
678
$67K 0.06%
19,302
-10,406
679
$67K 0.06%
1,300
-6,700
680
$67K 0.06%
4,182
-26,744
681
$67K 0.06%
+5,719
682
$67K 0.06%
426
+400
683
$67K 0.06%
749
-975
684
$66K 0.05%
400
-1,300
685
$66K 0.05%
2,642
+2,591
686
$66K 0.05%
5,508
-2,833
687
$66K 0.05%
600
-1,200
688
$66K 0.05%
2,200
-2,600
689
$66K 0.05%
2,627
-2,525
690
$66K 0.05%
2,000
-200
691
$66K 0.05%
1,000
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692
$65K 0.05%
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693
$65K 0.05%
1,100
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500
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695
$65K 0.05%
86
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696
$65K 0.05%
600
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697
$65K 0.05%
1,700
-300
698
$65K 0.05%
400
-600
699
$65K 0.05%
+1,360
700
$65K 0.05%
2,899
-640
26 27
28
29 30