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
1701
$17K 0.01%
1,045
-6,800
1702
$16K 0.01%
300
-800
1703
$16K 0.01%
1,168
-700
1704
$16K 0.01%
+200
1705
$16K 0.01%
300
-1,700
1706
$16K 0.01%
+473
1707
$16K 0.01%
3,491
-2,732
1708
$16K 0.01%
267
-10,201
1709
$16K 0.01%
1,062
-1,138
1710
$16K 0.01%
842
-1,754
1711
$16K 0.01%
13
-58
1712
$16K 0.01%
303
-546
1713
$16K 0.01%
+2,196
1714
$16K 0.01%
3,194
-22,640
1715
$16K 0.01%
+500
1716
$16K 0.01%
962
-2,530
1717
$16K 0.01%
1,563
-9,606
1718
$16K 0.01%
+281
1719
$16K 0.01%
300
-1,000
1720
$16K 0.01%
700
-1,600
1721
$16K 0.01%
+3,866
1722
$16K 0.01%
5,734
-15,367
1723
$16K 0.01%
303
-877
1724
$16K 0.01%
+405
1725
$15K 0.01%
1,208
-6,461
67 68
69
70 71