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
$121M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,767
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$178K
3
+$166K
4
GTN icon
Gray Television
GTN
+$149K
5
ANGO icon
AngioDynamics
ANGO
+$149K

Top Sells

1
+$902K
2
+$611K
3
+$595K
4
KEM
KEMET Corporation
KEM
+$527K
5
TSE icon
Trinseo
TSE
+$520K

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%
+260
2027
$5K ﹤0.01%
3,432
-8,468
2028
$5K ﹤0.01%
+383
2029
$5K ﹤0.01%
+300
2030
$5K ﹤0.01%
600
-1,500
2031
$5K ﹤0.01%
122
-897
2032
$5K ﹤0.01%
91,641
2033
$5K ﹤0.01%
600
2034
$5K ﹤0.01%
+400
2035
$4K ﹤0.01%
196
-400
2036
$4K ﹤0.01%
100
-800
2037
$4K ﹤0.01%
100
-100
2038
$4K ﹤0.01%
+48
2039
$4K ﹤0.01%
1,399
-16,745
2040
$4K ﹤0.01%
100
-300
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%
1,400
-8,000
2050
$4K ﹤0.01%
135
-4,421
80 81
82
83 84