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
1626
$20K 0.02%
420
-946
1627
$20K 0.02%
1,202
-6,969
1628
$20K 0.02%
+678
1629
$20K 0.02%
10,119
-38,720
1630
$20K 0.02%
1,100
-400
1631
$20K 0.02%
318
-1,000
1632
$20K 0.02%
682
-800
1633
$20K 0.02%
3,130
-9,464
1634
$20K 0.02%
+417
1635
$20K 0.02%
+230
1636
$20K 0.02%
1,494
-4,606
1637
$20K 0.02%
5,373
-19,520
1638
$20K 0.02%
335
-615
1639
$20K 0.02%
3,704
-25,108
1640
$20K 0.02%
400
-2,500
1641
$20K 0.02%
3,861
-9,600
1642
$20K 0.02%
200
-400
1643
$20K 0.02%
24,379
+41
1644
$20K 0.02%
2,764
-7,949
1645
$20K 0.02%
+1,720
1646
$19K 0.02%
426
-3,574
1647
$19K 0.02%
+606
1648
$19K 0.02%
+321
1649
$19K 0.02%
9,768
+868
1650
$19K 0.02%
1,478
-1,000