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
1101
$42K 0.03%
3,100
+2,000
1102
$42K 0.03%
447
+230
1103
$42K 0.03%
+1,785
1104
$42K 0.03%
2,044
-3,835
1105
$42K 0.03%
9,669
-831
1106
$42K 0.03%
6,455
-28,846
1107
$42K 0.03%
+1,600
1108
$42K 0.03%
3,054
+1,200
1109
$42K 0.03%
700
-1,100
1110
$42K 0.03%
2,984
-1,590
1111
$42K 0.03%
3,489
-13,893
1112
$42K 0.03%
+3,416
1113
$42K 0.03%
3,248
-3,045
1114
$42K 0.03%
1,281
-4,400
1115
$41K 0.03%
1,056
-3,100
1116
$41K 0.03%
400
-900
1117
$41K 0.03%
+1,766
1118
$41K 0.03%
1,474
-5,685
1119
$41K 0.03%
+398
1120
$41K 0.03%
+1,743
1121
$41K 0.03%
399
-3,300
1122
$41K 0.03%
700
-3,800
1123
$41K 0.03%
1,678
-2,011
1124
$41K 0.03%
+2,400
1125
$41K 0.03%
4,780
-12,500
43 44
45
46 47