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
1851
$11K 0.01%
194
-700
1852
$11K 0.01%
+492
1853
$11K 0.01%
441
-2,200
1854
$11K 0.01%
+634
1855
$11K 0.01%
+7,513
1856
$11K 0.01%
2,750
-539
1857
$11K 0.01%
+1,214
1858
$10K 0.01%
420
-728
1859
$10K 0.01%
498
-1,800
1860
$10K 0.01%
+779
1861
$10K 0.01%
118
-824
1862
$10K 0.01%
23
-49
1863
$10K 0.01%
+416
1864
$10K 0.01%
+200
1865
$10K 0.01%
+602
1866
$10K 0.01%
400
-900
1867
$10K 0.01%
300
-2,700
1868
$10K 0.01%
106
-76
1869
$10K 0.01%
383
-6,274
1870
$10K 0.01%
2,188
-9,823
1871
$10K 0.01%
+702
1872
$10K 0.01%
600
-1,300
1873
$10K 0.01%
648
-19,881
1874
$10K 0.01%
587
-1,916
1875
$10K 0.01%
467
-1,600
73 74
75
76 77