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
1201
$37K 0.03%
2,892
-4,714
1202
$37K 0.03%
3,164
-2,105
1203
$37K 0.03%
1,113
-4,187
1204
$37K 0.03%
+400
1205
$37K 0.03%
1,378
-1,924
1206
$37K 0.03%
7,451
-14,532
1207
$37K 0.03%
527
-824
1208
$37K 0.03%
1,574
-2,700
1209
$37K 0.03%
1,205
-4,892
1210
$37K 0.03%
+1,439
1211
$37K 0.03%
2,420
-12,771
1212
$37K 0.03%
2,236
-734
1213
$37K 0.03%
998
-2,010
1214
$37K 0.03%
13,033
-8,217
1215
$37K 0.03%
+13
1216
$37K 0.03%
+990
1217
$36K 0.03%
+1,751
1218
$36K 0.03%
469
-1,200
1219
$36K 0.03%
2,451
-100
1220
$36K 0.03%
998
-2,202
1221
$36K 0.03%
491
-1,700
1222
$36K 0.03%
6,682
+3,606
1223
$36K 0.03%
1,876
-6,100
1224
$36K 0.03%
2,475
-6,300
1225
$36K 0.03%
6,229
+4,437
47 48
49
50 51