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
976
$49K 0.04%
966
-2,614
977
$49K 0.04%
1,077
-1,800
978
$49K 0.04%
5,981
-4,113
979
$49K 0.04%
+2,400
980
$49K 0.04%
652
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981
$49K 0.04%
400
-100
982
$49K 0.04%
1,286
+1,216
983
$49K 0.04%
+11,554
984
$49K 0.04%
1,755
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985
$49K 0.04%
4,156
+3,592
986
$48K 0.04%
7,135
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987
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1,400
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988
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+800
989
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2,400
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990
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6,707
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995
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800
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998
$48K 0.04%
8,128
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999
$48K 0.04%
11,680
-9,926
1000
$48K 0.04%
5,100
+1,900
38 39
40
41 42