AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,503
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$245K
3 +$232K
4
AKS
AK Steel Holding Corp
AKS
+$231K
5
SJM icon
J.M. Smucker
SJM
+$229K

Top Sells

1 +$7.73M
2 +$1.44M
3 +$397K
4
MIK
Michaels Stores, Inc
MIK
+$296K
5
EXPR
Express, Inc.
EXPR
+$287K

Sector Composition

1 Healthcare 14.6%
2 Industrials 13.79%
3 Financials 12.71%
4 Technology 11.18%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$138K 0.1%
2,674
+1,600
227
$138K 0.1%
7,000
+3,900
228
$137K 0.1%
12,405
-11,377
229
$136K 0.1%
15,471
-26,376
230
$136K 0.1%
+6
231
$135K 0.1%
25,948
+10,998
232
$135K 0.1%
5,190
+1,622
233
$135K 0.1%
+4,400
234
$135K 0.1%
1,105
+300
235
$134K 0.1%
15,163
-1,081
236
$134K 0.1%
18,268
+16,775
237
$134K 0.1%
1,698
+872
238
$134K 0.1%
1,742
-1,454
239
$134K 0.1%
8,214
+4,900
240
$133K 0.1%
2,200
+1,200
241
$133K 0.1%
7,000
+5,700
242
$133K 0.1%
2,618
+1,600
243
$133K 0.1%
390
+169
244
$133K 0.1%
2,739
+999
245
$133K 0.1%
2,200
+600
246
$132K 0.1%
2,900
+1,400
247
$132K 0.1%
4,200
+1,100
248
$132K 0.1%
3,703
-1,089
249
$132K 0.1%
2,300
-1,200
250
$132K 0.1%
3,204
-2,796