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
301
$120K 0.09%
+11,022
302
$120K 0.09%
10,800
+10,400
303
$119K 0.09%
31,440
+13,739
304
$119K 0.09%
15,253
+12,451
305
$119K 0.09%
8,558
+4,200
306
$119K 0.09%
8,687
+7,387
307
$118K 0.09%
7,600
-400
308
$118K 0.09%
+15,030
309
$118K 0.09%
14,000
-20,000
310
$118K 0.09%
3,435
+1,600
311
$118K 0.09%
5,096
+200
312
$118K 0.09%
8,436
+2,436
313
$118K 0.09%
5,898
+3,297
314
$118K 0.09%
361
+192
315
$117K 0.09%
4,600
+3,400
316
$117K 0.09%
1,100
-1,300
317
$117K 0.09%
8,200
+3,600
318
$117K 0.09%
17,764
+15,564
319
$117K 0.09%
3,900
+3,200
320
$117K 0.09%
5,049
-5,161
321
$116K 0.09%
+14,490
322
$116K 0.09%
6,534
+992
323
$116K 0.09%
1,799
+999
324
$116K 0.09%
+2,504
325
$116K 0.09%
3,900
+1,700