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
2001
$5K ﹤0.01%
+200
2002
$5K ﹤0.01%
+395
2003
$5K ﹤0.01%
308
+205
2004
$5K ﹤0.01%
+124
2005
$5K ﹤0.01%
134
-501
2006
$5K ﹤0.01%
+268
2007
$5K ﹤0.01%
+200
2008
$5K ﹤0.01%
194
-800
2009
$5K ﹤0.01%
200
-800
2010
$5K ﹤0.01%
+110
2011
$5K ﹤0.01%
+100
2012
$5K ﹤0.01%
500
-500
2013
$5K ﹤0.01%
663
-15,186
2014
$5K ﹤0.01%
121
2015
$5K ﹤0.01%
600
-450
2016
$5K ﹤0.01%
+150
2017
$5K ﹤0.01%
46
-780
2018
$5K ﹤0.01%
400
+200
2019
$5K ﹤0.01%
+1,913
2020
$5K ﹤0.01%
528
-2,291
2021
$5K ﹤0.01%
199
-9,448
2022
$5K ﹤0.01%
+100
2023
$5K ﹤0.01%
1,761
-13,673
2024
$5K ﹤0.01%
325
2025
$5K ﹤0.01%
3,432
-8,468
79 80
81
82 83