AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 Sells

1 +$498K
2 +$286K
3 +$279K
4
VRA icon
Vera Bradley
VRA
+$278K
5
ANGO icon
AngioDynamics
ANGO
+$277K

Sector Composition

1 Industrials 15.28%
2 Healthcare 13.77%
3 Financials 12.63%
4 Consumer Discretionary 11.69%
5 Technology 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6K ﹤0.01%
100
-1,100
2027
$6K ﹤0.01%
777
+422
2028
$6K ﹤0.01%
364
-30,207
2029
$6K ﹤0.01%
209
-209
2030
$6K ﹤0.01%
+600
2031
$6K ﹤0.01%
530
-12,468
2032
$6K ﹤0.01%
316
-6,600
2033
$6K ﹤0.01%
+246
2034
$6K ﹤0.01%
746
+737
2035
$6K ﹤0.01%
300
-100
2036
$6K ﹤0.01%
100
2037
$6K ﹤0.01%
+200
2038
$6K ﹤0.01%
+700
2039
$6K ﹤0.01%
+4,683
2040
$6K ﹤0.01%
+4,800
2041
$6K ﹤0.01%
+400
2042
$5K ﹤0.01%
+400
2043
$5K ﹤0.01%
+1,675
2044
$5K ﹤0.01%
+483
2045
$5K ﹤0.01%
353
-200
2046
$5K ﹤0.01%
+100
2047
$5K ﹤0.01%
2,500
+200
2048
$5K ﹤0.01%
2
-5
2049
$5K ﹤0.01%
+300
2050
$5K ﹤0.01%
+353