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
726
$63K 0.05%
1,600
+1,400
727
$63K 0.05%
1,300
-1,600
728
$63K 0.05%
+1,800
729
$63K 0.05%
2,534
+888
730
$63K 0.05%
+4,399
731
$63K 0.05%
+800
732
$62K 0.05%
1,632
+100
733
$62K 0.05%
2,305
-1,296
734
$62K 0.05%
+2,932
735
$62K 0.05%
3,100
-2,600
736
$62K 0.05%
7,341
-23,404
737
– –
0
738
$62K 0.05%
2,608
+1,707
739
$62K 0.05%
2,513
-2,344
740
$62K 0.05%
5,203
-6,639
741
$62K 0.05%
2,699
-11,604
742
$62K 0.05%
2,500
743
$62K 0.05%
400
+100
744
$62K 0.05%
3,950
-6,250
745
$62K 0.05%
2,141
-9,650
746
$62K 0.05%
+3,315
747
$61K 0.05%
3,530
-2,310
748
$61K 0.05%
385
-461
749
$61K 0.05%
+1,764
750
$61K 0.05%
700
+500
28 29
30
31 32