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
1901
$8K 0.01%
100
-200
1902
$8K 0.01%
124
-124
1903
$8K 0.01%
1,684
-11,700
1904
$8K 0.01%
100
-2,200
1905
$8K 0.01%
244
-600
1906
$8K 0.01%
1,043
-15,300
1907
$8K 0.01%
+203
1908
$8K 0.01%
+900
1909
$8K 0.01%
+869
1910
$8K 0.01%
+190
1911
$8K 0.01%
190
-2,310
1912
$8K 0.01%
800
-200
1913
$8K 0.01%
+381
1914
$8K 0.01%
528
-1,011
1915
$8K 0.01%
555
-600
1916
$8K 0.01%
8
-267
1917
$8K 0.01%
263
-656
1918
$8K 0.01%
+7
1919
$8K 0.01%
561
-9,134
1920
$8K 0.01%
237
-1,333
1921
$8K 0.01%
1,093
-4,292
1922
$8K 0.01%
32
-100
1923
$8K 0.01%
+914
1924
$8K 0.01%
+199
1925
$8K 0.01%
+1,605
75 76
77
78 79