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 15.08%
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
1576
$22K 0.02%
969
-2,331
1577
$22K 0.02%
529
-2,403
1578
$22K 0.02%
872
-473
1579
$22K 0.02%
+2,316
1580
$22K 0.02%
+500
1581
$22K 0.02%
+1,425
1582
$22K 0.02%
300
-2,400
1583
$22K 0.02%
1,100
+900
1584
$22K 0.02%
+300
1585
$22K 0.02%
1,926
-9,482
1586
$21K 0.02%
251
-3,600
1587
$21K 0.02%
5,074
-6,210
1588
$21K 0.02%
765
-1,400
1589
$21K 0.02%
+300
1590
$21K 0.02%
1,100
-4,300
1591
$21K 0.02%
500
-2,900
1592
$21K 0.02%
3,168
-15,350
1593
$21K 0.02%
+1,265
1594
$21K 0.02%
+289
1595
$21K 0.02%
1,200
-1,800
1596
$21K 0.02%
923
-5,069
1597
$21K 0.02%
1,245
-5,055
1598
$21K 0.02%
1,370
-2,700
1599
$21K 0.02%
992
-2,790
1600
$21K 0.02%
9,426
+6,045