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
1926
$8K 0.01%
+200
1927
$8K 0.01%
209
-2,091
1928
$7K 0.01%
600
-100
1929
$7K 0.01%
+1,212
1930
$7K 0.01%
+1,319
1931
$7K 0.01%
+460
1932
$7K 0.01%
+377
1933
$7K 0.01%
200
-2,400
1934
$7K 0.01%
600
-700
1935
$7K 0.01%
395
-9,348
1936
$7K 0.01%
344
-1,133
1937
$7K 0.01%
+278
1938
$7K 0.01%
280
-4,767
1939
$7K 0.01%
+220
1940
$7K 0.01%
431
-3,951
1941
$7K 0.01%
644
-3,500
1942
$7K 0.01%
+38
1943
$7K 0.01%
400
-200
1944
$7K 0.01%
+79
1945
$7K 0.01%
+158
1946
$7K 0.01%
+98
1947
$7K 0.01%
+100
1948
$7K 0.01%
395
-4,885
1949
$7K 0.01%
+263
1950
$7K 0.01%
+367