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
301
$120K 0.09%
+11,022
302
$119K 0.09%
31,440
+13,739
303
$119K 0.09%
15,253
+12,451
304
$119K 0.09%
8,558
+4,200
305
$119K 0.09%
8,687
+7,387
306
$118K 0.09%
7,600
-400
307
$118K 0.09%
+15,030
308
$118K 0.09%
14,000
-20,000
309
$118K 0.09%
3,435
+1,600
310
$118K 0.09%
5,096
+200
311
$118K 0.09%
8,436
+2,436
312
$118K 0.09%
5,898
+3,297
313
$118K 0.09%
361
+192
314
$117K 0.09%
4,600
+3,400
315
$117K 0.09%
1,100
-1,300
316
$117K 0.09%
8,200
+3,600
317
$117K 0.09%
17,764
+15,564
318
$117K 0.09%
3,900
+3,200
319
$117K 0.09%
5,049
-5,161
320
$116K 0.09%
6,534
+992
321
$116K 0.09%
1,799
+999
322
$116K 0.09%
+2,504
323
$116K 0.09%
3,900
+1,700
324
$116K 0.09%
1,200
+400
325
$116K 0.09%
8,965
+2,999