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 15.08%
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
1251
$35K 0.03%
+789
1252
$35K 0.03%
1,237
-100
1253
$35K 0.03%
+3,700
1254
$35K 0.03%
1,685
-7,200
1255
$35K 0.03%
2,514
-1,500
1256
$35K 0.03%
11,213
-10,804
1257
$35K 0.03%
803
-94
1258
$35K 0.03%
1,063
+788
1259
$35K 0.03%
+200
1260
$35K 0.03%
14,818
-12,472
1261
$35K 0.03%
538
+400
1262
$35K 0.03%
7,516
-22,255
1263
$34K 0.03%
+2,474
1264
$34K 0.03%
5,895
-22,288
1265
$34K 0.03%
792
-100
1266
$34K 0.03%
592
-300
1267
$34K 0.03%
+782
1268
$34K 0.03%
+797
1269
$34K 0.03%
+792
1270
$34K 0.03%
800
-4,700
1271
$34K 0.03%
1,096
-3,446
1272
$34K 0.03%
+1,088
1273
$34K 0.03%
+1,307
1274
$34K 0.03%
+2,738
1275
$34K 0.03%
2,003
+1,448
49 50
51
52 53