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 15.08%
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
2151
$1K ﹤0.01%
100
-4,600
2152
$1K ﹤0.01%
100
-500
2153
$1K ﹤0.01%
500
-6,100
2154
$1K ﹤0.01%
100
-400
2155
$1K ﹤0.01%
+170
2156
$1K ﹤0.01%
+28
2157
$1K ﹤0.01%
17
-1,400
2158
$1K ﹤0.01%
7
-233
2159
$1K ﹤0.01%
141
2160
$1K ﹤0.01%
100
-139
2161
$1K ﹤0.01%
43
-800
2162
$1K ﹤0.01%
98
-5,856
2163
$1K ﹤0.01%
19
-2,281
2164
$1K ﹤0.01%
12
-584
2165
$1K ﹤0.01%
+40
2166
$1K ﹤0.01%
+187
2167
$1K ﹤0.01%
+537
2168
$1K ﹤0.01%
210
-16,097
2169
$1K ﹤0.01%
+82
2170
$1K ﹤0.01%
3,392
2171
$1K ﹤0.01%
+1
2172
$1K ﹤0.01%
800
-2,500
2173
$1K ﹤0.01%
+100
2174
– –
-350
2175
– –
-1,514
85 86
87
88 89