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
2026
$5K ﹤0.01%
+383
2027
$5K ﹤0.01%
600
-1,500
2028
$5K ﹤0.01%
122
-897
2029
$5K ﹤0.01%
91,641
2030
$5K ﹤0.01%
600
2031
$5K ﹤0.01%
+400
2032
$5K ﹤0.01%
1,002
-21,553
2033
$5K ﹤0.01%
+109
2034
$5K ﹤0.01%
+260
2035
$4K ﹤0.01%
100
-300
2036
$4K ﹤0.01%
196
-400
2037
$4K ﹤0.01%
100
-800
2038
$4K ﹤0.01%
100
-100
2039
$4K ﹤0.01%
+48
2040
$4K ﹤0.01%
1,399
-16,745
2041
$4K ﹤0.01%
+100
2042
$4K ﹤0.01%
+535
2043
$4K ﹤0.01%
+292
2044
$4K ﹤0.01%
+100
2045
$4K ﹤0.01%
+123
2046
$4K ﹤0.01%
300
-100
2047
– –
0
2048
$4K ﹤0.01%
+6
2049
$4K ﹤0.01%
+100
2050
$4K ﹤0.01%
160
-740
80 81
82
83 84