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
251
$131K 0.1%
+10,906
252
$131K 0.1%
3,064
+1,600
253
$131K 0.1%
18,105
-1,203
254
$131K 0.1%
5,027
+1,989
255
$131K 0.1%
10,009
+2,929
256
$130K 0.1%
7,101
-7,468
257
$130K 0.1%
9,185
+4,396
258
$130K 0.1%
+4,500
259
$129K 0.1%
9,700
+900
260
$129K 0.1%
6,465
+3,065
261
$129K 0.1%
1,000
-1,500
262
$129K 0.1%
2,800
+900
263
$129K 0.1%
3,700
+1,400
264
$128K 0.1%
10,394
-12,580
265
$128K 0.1%
30,556
+15,412
266
$128K 0.1%
23,475
+8,974
267
$128K 0.1%
11,905
+6,400
268
$128K 0.1%
12,200
+7,900
269
$128K 0.1%
15,010
-18,100
270
$127K 0.09%
6,787
-6,600
271
$127K 0.09%
7,498
+2,200
272
$127K 0.09%
17,298
+13,498
273
$127K 0.09%
7,100
+6,400
274
$126K 0.09%
5,389
+468
275
$126K 0.09%
3,600
+2,500
9 10
11
12 13