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
$243M
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,713
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$644K
3
+$637K
4
ADM icon
Archer Daniels Midland
ADM
+$588K
5
NUS icon
Nu Skin
NUS
+$560K

Top Sells

1
+$492K
2
+$284K
3
+$279K
4
VRA icon
Vera Bradley
VRA
+$278K
5
ANGO icon
AngioDynamics
ANGO
+$277K

Sector Composition

1 Industrials 15.41%
2 Healthcare 13.77%
3 Financials 12.63%
4 Consumer Discretionary 11.69%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$8K ﹤0.01%
+823
2002
$8K ﹤0.01%
5,883
-10,217
2003
$7K ﹤0.01%
+300
2004
$7K ﹤0.01%
+467
2005
$7K ﹤0.01%
286
-400
2006
$7K ﹤0.01%
200
-200
2007
$7K ﹤0.01%
+2,200
2008
$7K ﹤0.01%
+333
2009
$7K ﹤0.01%
+232
2010
$7K ﹤0.01%
3,381
+1,613
2011
$7K ﹤0.01%
636
-2,227
2012
$7K ﹤0.01%
+367
2013
$7K ﹤0.01%
305
+102
2014
$7K ﹤0.01%
+100
2015
$7K ﹤0.01%
+100
2016
$7K ﹤0.01%
+1,050
2017
– –
0
2018
$7K ﹤0.01%
+500
2019
$7K ﹤0.01%
500
+400
2020
$7K ﹤0.01%
+300
2021
$7K ﹤0.01%
+635
2022
$7K ﹤0.01%
+400
2023
$7K ﹤0.01%
904
-1,794
2024
$7K ﹤0.01%
2,100
+1,500
2025
$6K ﹤0.01%
100
-700
79 80
81
82 83