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
1501
$25K 0.02%
529
-1,075
1502
$25K 0.02%
+700
1503
$25K 0.02%
+1,463
1504
$25K 0.02%
+4,371
1505
$25K 0.02%
+2,966
1506
$25K 0.02%
808
-4,690
1507
$25K 0.02%
+318
1508
$25K 0.02%
+100
1509
$25K 0.02%
+2,026
1510
$25K 0.02%
2,943
-11,430
1511
$25K 0.02%
+500
1512
$25K 0.02%
+4,551
1513
$24K 0.02%
+77
1514
$24K 0.02%
+1,451
1515
$24K 0.02%
+400
1516
$24K 0.02%
2,313
-15,019
1517
$24K 0.02%
900
1518
$24K 0.02%
+1,109
1519
$24K 0.02%
+600
1520
$24K 0.02%
+600
1521
$24K 0.02%
7,200
+6,200
1522
$24K 0.02%
+1,994
1523
$24K 0.02%
2,522
-157
1524
$24K 0.02%
838
+300
1525
$24K 0.02%
400
-1,300
59 60
61
62 63