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
801
$58K 0.05%
4,492
+1,606
802
$58K 0.05%
2,976
-3,888
803
$58K 0.05%
1,200
-1,300
804
$58K 0.05%
485
-2
805
$58K 0.05%
2,001
+1,400
806
$58K 0.05%
1,126
+640
807
$58K 0.05%
1,508
-392
808
$58K 0.05%
3,978
+168
809
$58K 0.05%
4,384
-5,141
810
$58K 0.05%
+13,356
811
$57K 0.05%
8,075
-44,767
812
$57K 0.05%
400
-800
813
$57K 0.05%
4,208
-11,506
814
$57K 0.05%
1,241
+500
815
$57K 0.05%
401
-2,199
816
$57K 0.05%
1,385
-5,804
817
$57K 0.05%
1,964
+1,300
818
$57K 0.05%
1,285
-269
819
$57K 0.05%
+600
820
$57K 0.05%
1,900
-1,500
821
$57K 0.05%
2,600
-500
822
$57K 0.05%
3,457
-1,493
823
$57K 0.05%
2,547
-4,293
824
$57K 0.05%
892
-621
825
$57K 0.05%
2,167
-2,774
31 32
33
34 35