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
826
$57K 0.05%
4,208
-11,506
827
$57K 0.05%
1,241
+500
828
$57K 0.05%
401
-2,199
829
$56K 0.05%
1,506
-1,400
830
$56K 0.05%
1,090
-2,500
831
$56K 0.05%
2,550
-196
832
$56K 0.05%
2,109
-2,718
833
$56K 0.05%
1,990
+1,537
834
$56K 0.05%
900
+700
835
$56K 0.05%
4,189
-5,749
836
$56K 0.05%
+6,146
837
$56K 0.05%
772
-2,300
838
$56K 0.05%
10,841
+800
839
$56K 0.05%
1,000
-400
840
$56K 0.05%
5,540
-6,512
841
$56K 0.05%
600
-1,600
842
$56K 0.05%
1,000
-1,100
843
$55K 0.05%
2,368
+1,082
844
$55K 0.05%
600
+500
845
$55K 0.05%
+9,968
846
$55K 0.05%
+1,178
847
$55K 0.05%
+2,162
848
$55K 0.05%
3,956
-12,360
849
$55K 0.05%
2,680
-10,160
850
$55K 0.05%
800
-100
32 33
34
35 36