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
1601
$21K 0.02%
1,324
-2,200
1602
$21K 0.02%
+1,265
1603
$21K 0.02%
+289
1604
$21K 0.02%
1,200
-1,800
1605
$21K 0.02%
923
-5,069
1606
$21K 0.02%
1,245
-5,055
1607
$21K 0.02%
+121
1608
$21K 0.02%
2,806
-7,397
1609
$21K 0.02%
4,000
-11,500
1610
– –
0
1611
$21K 0.02%
3,729
-10,608
1612
$21K 0.02%
6,064
-3,843
1613
$21K 0.02%
4,047
+3,647
1614
$21K 0.02%
1,891
-3,395
1615
$21K 0.02%
251
-3,600
1616
$21K 0.02%
5,074
-6,210
1617
$21K 0.02%
765
-1,400
1618
$20K 0.02%
+583
1619
$20K 0.02%
1,495
-7,437
1620
$20K 0.02%
+289
1621
$20K 0.02%
+400
1622
$20K 0.02%
400
-2,000
1623
$20K 0.02%
1,117
-1,912
1624
$20K 0.02%
348
-1,900
1625
$20K 0.02%
+989
63 64
65
66 67