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
1876
$10K 0.01%
210
-790
1877
$10K 0.01%
1,035
-22,752
1878
$10K 0.01%
199
1879
$10K 0.01%
+353
1880
$10K 0.01%
+3,226
1881
$9K 0.01%
+193
1882
$9K 0.01%
154
-100
1883
$9K 0.01%
+100
1884
$9K 0.01%
585
-5,000
1885
$9K 0.01%
+1,978
1886
$9K 0.01%
+700
1887
$9K 0.01%
+100
1888
$9K 0.01%
+809
1889
$9K 0.01%
200
-1,500
1890
$9K 0.01%
426
-5,200
1891
$9K 0.01%
+1,181
1892
$9K 0.01%
458
-5,620
1893
$9K 0.01%
39
-483
1894
$9K 0.01%
+72
1895
$9K 0.01%
+889
1896
$9K 0.01%
350
-700
1897
$9K 0.01%
384
+200
1898
$8K 0.01%
+732
1899
$8K 0.01%
+59
1900
$8K 0.01%
+115
74 75
76
77 78