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
1751
$15K 0.01%
200
-700
1752
$15K 0.01%
2,516
-3,135
1753
$15K 0.01%
+2,181
1754
$15K 0.01%
5,735
-20,326
1755
$15K 0.01%
659
-3,800
1756
$15K 0.01%
1,462
-6,321
1757
$15K 0.01%
683
-5,413
1758
$15K 0.01%
1,100
1759
$15K 0.01%
6,593
-56,255
1760
$15K 0.01%
+708
1761
$14K 0.01%
354
-1,566
1762
$14K 0.01%
+1,392
1763
$14K 0.01%
+200
1764
$14K 0.01%
+807
1765
$14K 0.01%
322
-2,349
1766
$14K 0.01%
435
-499
1767
$14K 0.01%
1,372
-7,576
1768
$14K 0.01%
+500
1769
$14K 0.01%
+200
1770
$14K 0.01%
827
+463
1771
$14K 0.01%
400
-900
1772
$14K 0.01%
212
-388
1773
$14K 0.01%
+100
1774
$14K 0.01%
+283
1775
$14K 0.01%
2,206
-8,555
69 70
71
72 73