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
2251
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2252
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0
2253
– –
-746
2254
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2255
– –
-142
2256
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-2,390
2257
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-3,056
2258
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-112
2259
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-400
2260
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-914
2261
$0 ﹤0.01%
+1
2262
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-32,476
2263
– –
0
2264
– –
-1,124
2265
$0 ﹤0.01%
1
-27
2266
– –
-9,834
2267
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-57
2268
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-39,386
2269
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0
2270
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-800
2271
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-1,148
2272
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-3,974
2273
– –
-2,800
2274
– –
-600
2275
– –
0
89 90
91
92 93