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
2026
$6K ﹤0.01%
777
+422
2027
$6K ﹤0.01%
364
-30,207
2028
$6K ﹤0.01%
209
-209
2029
$6K ﹤0.01%
+600
2030
$6K ﹤0.01%
530
-12,468
2031
$6K ﹤0.01%
316
-6,600
2032
$6K ﹤0.01%
+246
2033
$6K ﹤0.01%
746
+737
2034
$6K ﹤0.01%
300
-100
2035
$6K ﹤0.01%
100
2036
$6K ﹤0.01%
+200
2037
$6K ﹤0.01%
+700
2038
$6K ﹤0.01%
+4,683
2039
$6K ﹤0.01%
+4,800
2040
$6K ﹤0.01%
+400
2041
$6K ﹤0.01%
100
-1,100
2042
$5K ﹤0.01%
2
-5
2043
$5K ﹤0.01%
+300
2044
$5K ﹤0.01%
+353
2045
$5K ﹤0.01%
200
-200
2046
$5K ﹤0.01%
197
-203
2047
$5K ﹤0.01%
149
-2,346
2048
$5K ﹤0.01%
+500
2049
$5K ﹤0.01%
123
-4,725
2050
$5K ﹤0.01%
+100