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
1326
$31K 0.03%
3,800
-1,100
1327
$31K 0.03%
4,119
-12,868
1328
$31K 0.03%
800
-500
1329
$31K 0.03%
918
+367
1330
$31K 0.03%
+3,747
1331
$31K 0.03%
1,799
-3,100
1332
$31K 0.03%
200
-2,400
1333
$31K 0.03%
+1,485
1334
$31K 0.03%
1,056
-4,100
1335
$31K 0.03%
+948
1336
$31K 0.03%
600
+300
1337
$31K 0.03%
+982
1338
$31K 0.03%
1,467
+1,320
1339
$31K 0.03%
3,208
+1,982
1340
$31K 0.03%
1,955
-2,383
1341
$31K 0.03%
1,664
-5,000
1342
$31K 0.03%
16,538
-1,031
1343
$31K 0.03%
200
-400
1344
$30K 0.02%
+800
1345
$30K 0.02%
970
+100
1346
$30K 0.02%
500
+200
1347
$30K 0.02%
+400
1348
$30K 0.02%
1,104
+423
1349
$30K 0.02%
2,604
-8,733
1350
$30K 0.02%
560
-240
52 53
54
55 56