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
2326
-811
2327
-3,200
2328
-873
2329
-2,117
2330
-1,452
2331
-600
2332
-950
2333
-1,900
2334
-1,000
2335
-3,400
2336
-645
2337
-31
2338
-27
2339
-1,248
2340
-1,200
2341
-1,863
2342
-3,186
2343
-1,000
2344
-4,500
2345
-1,264
2346
-5,000
2347
-672
2348
-1,600
2349
$0 ﹤0.01%
+32
2350
-1,900