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
1301
$33K 0.03%
400
-1,100
1302
$33K 0.03%
176
-400
1303
$33K 0.03%
877
+168
1304
$33K 0.03%
278
+98
1305
$33K 0.03%
666
-1,200
1306
$33K 0.03%
1,689
-10,800
1307
$33K 0.03%
5,241
-19,162
1308
$33K 0.03%
+2,070
1309
$32K 0.03%
+1,045
1310
$32K 0.03%
+633
1311
$32K 0.03%
9,300
+2,614
1312
$32K 0.03%
+400
1313
$32K 0.03%
2,698
-8,770
1314
$32K 0.03%
+1,318
1315
$32K 0.03%
+916
1316
$32K 0.03%
5,034
-2,383
1317
$32K 0.03%
626
-464
1318
$32K 0.03%
2,589
+1,418
1319
$32K 0.03%
1,100
-2,500
1320
$32K 0.03%
800
-2,100
1321
$32K 0.03%
2,121
-6,472
1322
$32K 0.03%
4,624
-20,210
1323
$32K 0.03%
6,205
-16,005
1324
$32K 0.03%
+1,321
1325
$31K 0.03%
+1,155
51 52
53
54 55