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
1026
$46K 0.04%
895
+600
1027
$46K 0.04%
+2,903
1028
$46K 0.04%
+6,628
1029
$46K 0.04%
+4,547
1030
$46K 0.04%
7,001
-25,838
1031
$46K 0.04%
+300
1032
$46K 0.04%
+2,941
1033
$46K 0.04%
+6,661
1034
$46K 0.04%
9,650
-26,294
1035
$45K 0.04%
400
-1,800
1036
$45K 0.04%
1,300
+600
1037
$45K 0.04%
2,672
-14,586
1038
$45K 0.04%
74
+30
1039
$45K 0.04%
2,822
-11,924
1040
$45K 0.04%
3,132
-816
1041
$45K 0.04%
3,751
-82
1042
$45K 0.04%
3,962
-6,259
1043
$45K 0.04%
400
1044
$45K 0.04%
+900
1045
$45K 0.04%
1,361
-1,639
1046
$45K 0.04%
+2,972
1047
$45K 0.04%
5,201
-900
1048
$45K 0.04%
+1,261
1049
$45K 0.04%
1,017
-1,303
1050
$45K 0.04%
1,662
-5,996