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
$150M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$466K
3 +$428K
4
EBF icon
Ennis
EBF
+$419K
5
CVGW icon
Calavo Growers
CVGW
+$386K

Top Sells

1 +$319K
2 +$276K
3 +$274K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.71%
3 Financials 12.07%
4 Technology 11.81%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$147K 0.1%
28,227
-20,317
277
$147K 0.1%
24,929
+6,824
278
$147K 0.1%
5,600
+1,900
279
$147K 0.1%
1,200
+400
280
$146K 0.1%
11,080
+5,868
281
$146K 0.1%
9,733
+1,000
282
$145K 0.1%
17,450
+6,967
283
$145K 0.1%
9,447
+6,018
284
$144K 0.1%
28,139
+8,531
285
$144K 0.1%
2,410
+524
286
$144K 0.1%
4,200
+4,000
287
$143K 0.1%
10,285
+9,100
288
$143K 0.1%
+15,033
289
$143K 0.1%
16,668
+2,369
290
$143K 0.1%
2,954
+800
291
$142K 0.09%
6,001
+2,258
292
$142K 0.09%
2,700
-200
293
$142K 0.09%
18,411
+5,789
294
$141K 0.09%
15,444
+4,460
295
$141K 0.09%
5,213
+3,621
296
$141K 0.09%
6,528
+1,100
297
$140K 0.09%
3,258
+1,290
298
$140K 0.09%
17,300
+4,300
299
$140K 0.09%
19,614
-6,600
300
$139K 0.09%
2,750
+916