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
1776
$14K 0.01%
502
-3,198
1777
$14K 0.01%
+1,491
1778
$14K 0.01%
+701
1779
$14K 0.01%
+727
1780
$14K 0.01%
200
-300
1781
$14K 0.01%
+100
1782
$14K 0.01%
1,093
-3,504
1783
$14K 0.01%
39
+20
1784
$14K 0.01%
67
-13
1785
$14K 0.01%
683
-2,284
1786
$14K 0.01%
+940
1787
$14K 0.01%
+1,316
1788
$14K 0.01%
+580
1789
$14K 0.01%
4,232
-296
1790
$14K 0.01%
300
-300
1791
$14K 0.01%
500
-1,500
1792
$13K 0.01%
2,780
-14,535
1793
$13K 0.01%
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1795
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500
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1796
$13K 0.01%
661
-8,504
1797
$13K 0.01%
55
1798
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200
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1799
$13K 0.01%
4,270
-59,714
1800
$13K 0.01%
527
-5,210