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
2051
$4K ﹤0.01%
218
-4,452
2052
$4K ﹤0.01%
200
2053
$4K ﹤0.01%
135
-4,421
2054
$4K ﹤0.01%
588
+88
2055
$4K ﹤0.01%
+208
2056
$4K ﹤0.01%
+200
2057
$4K ﹤0.01%
1,011
-3,489
2058
$4K ﹤0.01%
+200
2059
$4K ﹤0.01%
269
-6,700
2060
$4K ﹤0.01%
694
-3,015
2061
$4K ﹤0.01%
1,400
-8,000
2062
$4K ﹤0.01%
+298
2063
$3K ﹤0.01%
+145
2064
$3K ﹤0.01%
+524
2065
$3K ﹤0.01%
+175
2066
$3K ﹤0.01%
+102
2067
$3K ﹤0.01%
+1,766
2068
$3K ﹤0.01%
+1,303
2069
$3K ﹤0.01%
100
2070
$3K ﹤0.01%
+107
2071
$3K ﹤0.01%
+1
2072
$3K ﹤0.01%
+166
2073
$3K ﹤0.01%
+57
2074
$3K ﹤0.01%
+100
2075
$3K ﹤0.01%
265
-11,635
81 82
83
84 85