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
1476
$26K 0.02%
+2,010
1477
$26K 0.02%
+539
1478
$26K 0.02%
+2,682
1479
$26K 0.02%
407
-463
1480
$26K 0.02%
+1,558
1481
$26K 0.02%
1,632
-310
1482
$25K 0.02%
+1,727
1483
$25K 0.02%
+1,875
1484
$25K 0.02%
+530
1485
$25K 0.02%
+1,500
1486
$25K 0.02%
+1,437
1487
$25K 0.02%
758
-2,842
1488
$25K 0.02%
+200
1489
$25K 0.02%
1,502
-2,848
1490
$25K 0.02%
462
-2,611
1491
$25K 0.02%
+200
1492
$25K 0.02%
2,695
+175
1493
$25K 0.02%
600
-5,500
1494
$25K 0.02%
591
-176
1495
$25K 0.02%
+1,475
1496
$25K 0.02%
300
-400
1497
$25K 0.02%
+500
1498
$25K 0.02%
514
-1,600
1499
$25K 0.02%
470
-100
1500
$25K 0.02%
552
-5,546
58 59
60
61 62