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
951
$50K 0.04%
1,497
+1,300
952
$50K 0.04%
1,587
-4,200
953
$50K 0.04%
1,401
-4,900
954
$50K 0.04%
+2,142
955
$50K 0.04%
1,150
+700
956
$50K 0.04%
1,646
+800
957
$50K 0.04%
224
-165
958
$50K 0.04%
1,251
-2,849
959
$50K 0.04%
306
-1,094
960
$50K 0.04%
2,400
+200
961
$50K 0.04%
1,784
-6,002
962
$50K 0.04%
1,484
-2,300
963
$50K 0.04%
2,023
-926
964
$50K 0.04%
2,736
-710
965
$50K 0.04%
3,019
-7,239
966
$50K 0.04%
7,533
-2,022
967
$50K 0.04%
6,311
-43,816
968
$50K 0.04%
+5,610
969
$49K 0.04%
700
970
$49K 0.04%
+2,339
971
$49K 0.04%
400
-500
972
$49K 0.04%
1,971
-1,500
973
$49K 0.04%
600
-2,600
974
$49K 0.04%
+1,419
975
$49K 0.04%
9,480
+3,410
37 38
39
40 41