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
2376
-3,717
2377
-1,300
2378
-1,800
2379
-3,151
2380
-200
2381
-14,195
2382
-300
2383
-2,043
2384
0
2385
-2,100
2386
-1,118
2387
-100
2388
-681
2389
-36
2390
-416
2391
-761
2392
-5,760
2393
-1,397
2394
-800
2395
0
2396
-250
2397
-4,551
2398
-1,388
2399
-3,881
2400
-6,545