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
876
$54K 0.04%
+2,093
877
$54K 0.04%
8,439
+1,726
878
$54K 0.04%
1,731
-1,631
879
$53K 0.04%
8
-12
880
$53K 0.04%
4,261
-6,130
881
$53K 0.04%
1,973
-2,251
882
$53K 0.04%
+600
883
$53K 0.04%
600
-2,300
884
$53K 0.04%
+900
885
$53K 0.04%
400
-1,800
886
$53K 0.04%
800
-700
887
$53K 0.04%
980
-800
888
$53K 0.04%
1,500
-2,100
889
$53K 0.04%
400
-1,100
890
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900
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891
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2,610
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892
$53K 0.04%
4,479
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893
$53K 0.04%
1,832
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894
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3,356
-5,697
895
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2,601
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896
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897
$53K 0.04%
600
+400
898
$53K 0.04%
+4,202
899
$52K 0.04%
804
-400
900
$52K 0.04%
600
+100
34 35
36
37 38