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
1826
$12K 0.01%
2,279
-3,590
1827
$12K 0.01%
200
-300
1828
$12K 0.01%
1,100
-600
1829
$12K 0.01%
+408
1830
$12K 0.01%
376
-1,500
1831
$12K 0.01%
+600
1832
$12K 0.01%
+783
1833
$12K 0.01%
+905
1834
$12K 0.01%
800
+400
1835
$12K 0.01%
1,576
-1,714
1836
$12K 0.01%
100
-900
1837
$11K 0.01%
197
-1,000
1838
$11K 0.01%
555
-600
1839
$11K 0.01%
278
-1,222
1840
$11K 0.01%
200
-5,500
1841
$11K 0.01%
+400
1842
$11K 0.01%
309
-1,437
1843
$11K 0.01%
547
-4,558
1844
$11K 0.01%
+440
1845
$11K 0.01%
+616
1846
$11K 0.01%
477
+77
1847
$11K 0.01%
103
-207
1848
$11K 0.01%
550
-500
1849
$11K 0.01%
+1,043
1850
$11K 0.01%
546
+441
72 73
74
75 76