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
1126
$41K 0.03%
3,909
-12,897
1127
$41K 0.03%
1,287
-6,900
1128
$41K 0.03%
+600
1129
$41K 0.03%
1,713
1130
$41K 0.03%
1,720
-11,600
1131
$40K 0.03%
1,634
-2,283
1132
$40K 0.03%
8,822
-13,288
1133
$40K 0.03%
1,300
-5,300
1134
$40K 0.03%
2,688
-1,988
1135
$40K 0.03%
721
-640
1136
$40K 0.03%
2,009
-800
1137
$40K 0.03%
1,800
-700
1138
$40K 0.03%
+2,570
1139
$40K 0.03%
112
-326
1140
$40K 0.03%
5,868
-22,643
1141
$40K 0.03%
1,400
-2,300
1142
$40K 0.03%
+896
1143
$40K 0.03%
+5,604
1144
$40K 0.03%
800
-800
1145
$39K 0.03%
+1,033
1146
$39K 0.03%
400
-1,400
1147
$39K 0.03%
3,477
+907
1148
$39K 0.03%
1,518
-3,779
1149
$39K 0.03%
1,976
-15,115
1150
$39K 0.03%
+1,966
44 45
46
47 48