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
926
$51K 0.04%
652
-1,400
927
$51K 0.04%
+618
928
$51K 0.04%
+1,400
929
$51K 0.04%
1,200
-3,900
930
$51K 0.04%
1,701
-7,399
931
$51K 0.04%
1,100
-1,100
932
$51K 0.04%
4,000
-10,000
933
$51K 0.04%
838
-2,725
934
$51K 0.04%
402
-198
935
$51K 0.04%
1,399
-2,397
936
$51K 0.04%
+3,898
937
$51K 0.04%
1,029
-2,200
938
$51K 0.04%
3,674
-6,136
939
$51K 0.04%
1,510
-1,388
940
$51K 0.04%
793
-2,400
941
$51K 0.04%
4,800
+2,700
942
$51K 0.04%
700
+200
943
$51K 0.04%
1,800
-3,700
944
$51K 0.04%
635
-1,320
945
$51K 0.04%
2,364
+541
946
$51K 0.04%
+5,198
947
$51K 0.04%
1,762
-2,933
948
$51K 0.04%
2,297
-3,103
949
$51K 0.04%
675
-700
950
$50K 0.04%
521
-500
36 37
38
39 40