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
2276
– –
-2,600
2277
– –
-6,813
2278
– –
-3,137
2279
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-105
2280
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-20,929
2281
$0 ﹤0.01%
+9
2282
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-10,971
2283
– –
-2,030
2284
– –
-113
2285
– –
-2,547
2286
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-96
2287
– –
-7,137
2288
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-800
2289
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-7,301
2290
– –
-14,139
2291
– –
-780
2292
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-122
2293
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-547
2294
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-59
2295
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-2,104
2296
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-12,581
2297
– –
-100
2298
– –
-2,841
2299
– –
-900
2300
– –
-844
90 91
92
93 94