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
1951
$7K 0.01%
648
-1,400
1952
$7K 0.01%
+3,054
1953
$7K 0.01%
431
-1,200
1954
$7K 0.01%
6,183
+2,083
1955
$7K 0.01%
+597
1956
$7K 0.01%
+373
1957
$6K 0.01%
+1
1958
$6K 0.01%
2,019
-14,879
1959
$6K 0.01%
456
-1,215
1960
$6K 0.01%
240
-282
1961
$6K 0.01%
400
+300
1962
$6K 0.01%
+191
1963
$6K 0.01%
+424
1964
$6K 0.01%
+100
1965
$6K 0.01%
500
-700
1966
$6K 0.01%
140
-2,590
1967
$6K 0.01%
2,250
+1,050
1968
$6K 0.01%
+450
1969
$6K 0.01%
161
-1,001
1970
$6K 0.01%
+1,744
1971
$6K 0.01%
1,100
-1,300
1972
$6K 0.01%
573
-829
1973
$6K 0.01%
1,086
-6,900
1974
$6K 0.01%
700
-1,300
1975
$6K 0.01%
136
-500
77 78
79
80 81