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
1526
$24K 0.02%
+7,800
1527
– –
0
1528
$24K 0.02%
5,684
-10,214
1529
$24K 0.02%
+612
1530
$24K 0.02%
2,793
-17,686
1531
$24K 0.02%
1,305
+1,029
1532
$24K 0.02%
493
+164
1533
$24K 0.02%
900
-1,300
1534
$23K 0.02%
8,708
-5,923
1535
$23K 0.02%
961
-11,667
1536
$23K 0.02%
717
-2,800
1537
$23K 0.02%
+840
1538
$23K 0.02%
1,091
-1,700
1539
$23K 0.02%
+960
1540
$23K 0.02%
596
-2,700
1541
$23K 0.02%
+3,052
1542
$23K 0.02%
254
-451
1543
$23K 0.02%
+200
1544
$23K 0.02%
350
-1,100
1545
$23K 0.02%
1,298
-12,672
1546
$23K 0.02%
+190
1547
$23K 0.02%
+426
1548
$23K 0.02%
2,861
-1,253
1549
$23K 0.02%
452
-2,600
1550
$23K 0.02%
200
-900
60 61
62
63 64