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
2126
$2K ﹤0.01%
2
2127
$2K ﹤0.01%
200
-200
2128
$2K ﹤0.01%
30
-913
2129
$2K ﹤0.01%
+68
2130
$2K ﹤0.01%
500
-1,900
2131
$2K ﹤0.01%
619
-6,614
2132
$2K ﹤0.01%
+84
2133
$2K ﹤0.01%
1,200
+900
2134
$2K ﹤0.01%
49
-15
2135
$2K ﹤0.01%
+80
2136
$1K ﹤0.01%
24
-2,399
2137
$1K ﹤0.01%
+7
2138
$1K ﹤0.01%
100
-4,600
2139
$1K ﹤0.01%
22
-630
2140
$1K ﹤0.01%
114
-59
2141
$1K ﹤0.01%
37
-1,023
2142
$1K ﹤0.01%
98
-18,408
2143
$1K ﹤0.01%
+100
2144
$1K ﹤0.01%
+35
2145
$1K ﹤0.01%
100
-500
2146
$1K ﹤0.01%
500
-6,100
2147
$1K ﹤0.01%
100
-400
2148
$1K ﹤0.01%
+100
2149
$1K ﹤0.01%
+172
2150
$1K ﹤0.01%
10
-1,690
84 85
86
87 88