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
1551
$23K 0.02%
1,782
-1,275
1552
$23K 0.02%
8,471
-29,000
1553
$23K 0.02%
1,182
-10,013
1554
$23K 0.02%
154
-75
1555
$23K 0.02%
83
+45
1556
$23K 0.02%
200
-800
1557
$23K 0.02%
+294
1558
$22K 0.02%
+1,716
1559
$22K 0.02%
696
-300
1560
$22K 0.02%
1,863
-11,838
1561
$22K 0.02%
600
-700
1562
$22K 0.02%
+1,349
1563
$22K 0.02%
+252
1564
$22K 0.02%
+335
1565
$22K 0.02%
884
-5,083
1566
$22K 0.02%
522
+75
1567
$22K 0.02%
+1,442
1568
$22K 0.02%
+525
1569
$22K 0.02%
969
-2,331
1570
$22K 0.02%
529
-2,403
1571
$22K 0.02%
872
-473
1572
$22K 0.02%
+2,316
1573
$22K 0.02%
+500
1574
$22K 0.02%
+1,425
1575
$22K 0.02%
1,169
-3,300
61 62
63
64 65