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
2101
$2K ﹤0.01%
598
-3,002
2102
$2K ﹤0.01%
39
2103
$2K ﹤0.01%
81
-1,019
2104
$2K ﹤0.01%
+90
2105
$2K ﹤0.01%
+2
2106
$2K ﹤0.01%
2
-14
2107
$2K ﹤0.01%
452
-7,048
2108
$2K ﹤0.01%
+66
2109
$2K ﹤0.01%
94
-106
2110
$2K ﹤0.01%
132
-136
2111
$2K ﹤0.01%
300
-2,500
2112
$2K ﹤0.01%
96
-1,900
2113
$2K ﹤0.01%
30
-1,755
2114
$2K ﹤0.01%
367
-4,817
2115
$2K ﹤0.01%
+59
2116
$2K ﹤0.01%
+151
2117
$2K ﹤0.01%
+11
2118
$2K ﹤0.01%
1
-16
2119
$2K ﹤0.01%
66
-86
2120
$2K ﹤0.01%
+84
2121
$2K ﹤0.01%
+98
2122
$2K ﹤0.01%
123
-5,093
2123
$2K ﹤0.01%
+87
2124
$2K ﹤0.01%
20
-440
2125
$2K ﹤0.01%
+25
83 84
85
86 87