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 15.08%
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
1951
$7K 0.01%
+100
1952
$7K 0.01%
+373
1953
$7K 0.01%
600
-100
1954
$7K 0.01%
+1,212
1955
$7K 0.01%
+1,319
1956
$7K 0.01%
+460
1957
$6K 0.01%
136
-500
1958
$6K 0.01%
+123
1959
$6K 0.01%
72
-2,400
1960
– –
0
1961
$6K 0.01%
100
-800
1962
$6K 0.01%
300
-1,400
1963
$6K 0.01%
+220
1964
$6K 0.01%
707
-13,310
1965
$6K 0.01%
+197
1966
$6K 0.01%
200
1967
$6K 0.01%
2,791
-17,192
1968
$6K 0.01%
608
-11,000
1969
$6K 0.01%
324
-3,612
1970
$6K 0.01%
240
-282
1971
$6K 0.01%
400
+300
1972
$6K 0.01%
+191
1973
$6K 0.01%
+424
1974
$6K 0.01%
+100
1975
$6K 0.01%
500
-700
77 78
79
80 81