AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.34%
This Quarter Est. Return
1 Year Est. Return
+23.34%
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
+$232K
3
+$231K
4
SJM icon
J.M. Smucker
SJM
+$229K
5
FDP icon
Fresh Del Monte Produce
FDP
+$218K

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 10.98%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.1%
7,000
+3,900
227
$137K 0.1%
12,405
-11,377
228
$136K 0.1%
15,471
-26,376
229
$136K 0.1%
+6
230
$135K 0.1%
25,948
+10,998
231
$135K 0.1%
5,190
+1,622
232
$135K 0.1%
+4,400
233
$135K 0.1%
1,105
+300
234
$134K 0.1%
18,268
+16,775
235
$134K 0.1%
1,698
+872
236
$134K 0.1%
1,742
-1,454
237
$134K 0.1%
8,214
+4,900
238
$134K 0.1%
15,163
-1,081
239
$133K 0.1%
2,200
+1,200
240
$133K 0.1%
7,000
+5,700
241
$133K 0.1%
2,618
+1,600
242
$133K 0.1%
390
+169
243
$133K 0.1%
2,739
+999
244
$133K 0.1%
2,200
+600
245
$132K 0.1%
2,900
+1,400
246
$132K 0.1%
4,200
+1,100
247
$132K 0.1%
3,703
-1,089
248
$132K 0.1%
2,300
-1,200
249
$132K 0.1%
3,204
-2,796
250
$131K 0.1%
+11,019
8 9
10
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