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
1726
$15K 0.01%
+164
1727
$15K 0.01%
1,226
-3,431
1728
$15K 0.01%
+907
1729
$15K 0.01%
239
-41
1730
$15K 0.01%
642
-7,600
1731
$15K 0.01%
+400
1732
$15K 0.01%
10,601
+9,301
1733
$15K 0.01%
1,164
-1,000
1734
$15K 0.01%
366
-261
1735
$15K 0.01%
600
-100
1736
$15K 0.01%
+2,052
1737
$15K 0.01%
300
+100
1738
$15K 0.01%
1,119
-560
1739
$15K 0.01%
1,000
-2,700
1740
$15K 0.01%
208
-192
1741
$15K 0.01%
+300
1742
$15K 0.01%
+689
1743
$15K 0.01%
266
-300
1744
$15K 0.01%
+440
1745
$15K 0.01%
+500
1746
$15K 0.01%
831
-16,400
1747
$15K 0.01%
299
-1,401
1748
$15K 0.01%
79
-123
1749
$15K 0.01%
21
-22
1750
$15K 0.01%
+394
68 69
70
71 72