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
101
$159K 0.13%
6,825
+2,310
102
$158K 0.13%
3,900
-500
103
$158K 0.13%
1,300
-1,100
104
$157K 0.13%
1,900
+500
105
$157K 0.13%
2,436
+690
106
$156K 0.13%
1,900
+1,300
107
$155K 0.13%
4,715
+1,338
108
$155K 0.13%
5,537
-4,238
109
$154K 0.13%
19,673
-49,791
110
$154K 0.13%
4,602
-4,875
111
$154K 0.13%
10,831
-11,900
112
$153K 0.13%
4,326
-4,063
113
$153K 0.13%
8,090
+5,475
114
$153K 0.13%
15,991
-7,858
115
$152K 0.13%
6,016
-10,170
116
$152K 0.13%
12,184
+8,712
117
$152K 0.13%
6,241
-6,500
118
$151K 0.12%
4,183
-7,230
119
$151K 0.12%
3,397
+3,274
120
$151K 0.12%
8,897
+4,317
121
$150K 0.12%
12,292
-6,735
122
$149K 0.12%
+1,600
123
$149K 0.12%
+8,598
124
$149K 0.12%
6,880
-11,330
125
$149K 0.12%
1,042
-711
3 4
5
6 7