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
1801
$13K 0.01%
+698
1802
$13K 0.01%
+277
1803
$13K 0.01%
360
-200
1804
$13K 0.01%
+886
1805
$13K 0.01%
414
-6,900
1806
$13K 0.01%
4,380
-18,896
1807
$13K 0.01%
122
-1,528
1808
$13K 0.01%
1,575
-16,302
1809
$13K 0.01%
506
-200
1810
$13K 0.01%
447
-400
1811
$13K 0.01%
1,138
-1,365
1812
$13K 0.01%
+1,916
1813
$13K 0.01%
775
+375
1814
$12K 0.01%
+218
1815
$12K 0.01%
200
-900
1816
$12K 0.01%
+739
1817
$12K 0.01%
300
-400
1818
$12K 0.01%
230
-1,370
1819
$12K 0.01%
+3,000
1820
$12K 0.01%
1,822
-10,179
1821
$12K 0.01%
318
-105
1822
$12K 0.01%
233
-500
1823
$12K 0.01%
104
-313
1824
$12K 0.01%
200
-800
1825
$12K 0.01%
4,007
-2,742
71 72
73
74 75