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
2076
$3K ﹤0.01%
+71
2077
$3K ﹤0.01%
+100
2078
$3K ﹤0.01%
+222
2079
$3K ﹤0.01%
102
-203
2080
$3K ﹤0.01%
137
-2,022
2081
$3K ﹤0.01%
+500
2082
$3K ﹤0.01%
67
-1,000
2083
$3K ﹤0.01%
+192
2084
$3K ﹤0.01%
93
-3,860
2085
$3K ﹤0.01%
+90
2086
– –
0
2087
$3K ﹤0.01%
+60
2088
$3K ﹤0.01%
424
-3,157
2089
$3K ﹤0.01%
10
-60
2090
$3K ﹤0.01%
229
-9,599
2091
$3K ﹤0.01%
+494
2092
$3K ﹤0.01%
17
-130
2093
$3K ﹤0.01%
+100
2094
$3K ﹤0.01%
2,247
-4,202
2095
$3K ﹤0.01%
+100
2096
$3K ﹤0.01%
+204
2097
$3K ﹤0.01%
+188
2098
$2K ﹤0.01%
+442
2099
$2K ﹤0.01%
156
-311
2100
$2K ﹤0.01%
+50
82 83
84
85 86