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
1226
$36K 0.03%
2,158
-9,177
1227
$36K 0.03%
793
-1,200
1228
$36K 0.03%
436
-15
1229
$36K 0.03%
3,629
-11,085
1230
$36K 0.03%
1,590
-600
1231
$36K 0.03%
20,269
-35,507
1232
$36K 0.03%
583
+200
1233
$36K 0.03%
3,223
-9,545
1234
$35K 0.03%
1,063
+788
1235
$35K 0.03%
+200
1236
$35K 0.03%
14,818
-12,472
1237
$35K 0.03%
538
+400
1238
$35K 0.03%
7,516
-22,255
1239
$35K 0.03%
9,385
+3,805
1240
$35K 0.03%
832
-2,868
1241
$35K 0.03%
1,500
-300
1242
$35K 0.03%
1,451
1243
$35K 0.03%
905
-5,199
1244
$35K 0.03%
996
+500
1245
$35K 0.03%
2,322
-3,000
1246
$35K 0.03%
600
+400
1247
$35K 0.03%
+700
1248
$35K 0.03%
+712
1249
$35K 0.03%
1,850
-400
1250
$35K 0.03%
+789
48 49
50
51 52