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
751
$61K 0.05%
7,658
-1,449
752
$61K 0.05%
1,170
+936
753
$61K 0.05%
1,200
-200
754
$61K 0.05%
1,500
-3,300
755
$61K 0.05%
7,627
-17,031
756
$61K 0.05%
1,700
+1,100
757
$61K 0.05%
385
-461
758
$61K 0.05%
+1,764
759
$61K 0.05%
700
+500
760
$61K 0.05%
1,879
-1,321
761
$61K 0.05%
+2,165
762
$61K 0.05%
4,935
-1,092
763
$60K 0.05%
+3,531
764
$60K 0.05%
800
+200
765
$60K 0.05%
1,522
-1,488
766
$60K 0.05%
5,386
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767
$60K 0.05%
1,436
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768
$60K 0.05%
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769
$60K 0.05%
1,617
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770
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2,988
-4,100
771
$60K 0.05%
500
-600
772
$60K 0.05%
4,900
-4,000
773
$60K 0.05%
+6,213
774
$60K 0.05%
899
-2,700
775
$60K 0.05%
3,668
-7,159
29 30
31
32 33