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
351
$111K 0.08%
+31,000
352
$111K 0.08%
4,986
+1,600
353
$111K 0.08%
16,510
+7,473
354
$110K 0.08%
+1,300
355
$110K 0.08%
5,714
-7,311
356
$110K 0.08%
800
+300
357
$110K 0.08%
2,660
+2,056
358
$110K 0.08%
+5,900
359
$110K 0.08%
1,940
+420
360
$110K 0.08%
+3,250
361
$109K 0.08%
6,791
+2,479
362
$109K 0.08%
13,833
+5,373
363
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266
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3,500
+3,200
365
$109K 0.08%
2,200
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366
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367
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3,444
-5,360
368
$109K 0.08%
4,491
+3,600
369
$109K 0.08%
7,100
+2,100
370
$108K 0.08%
1,700
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371
$108K 0.08%
3,927
+1,100
372
$108K 0.08%
6,500
+1,200
373
$108K 0.08%
4,203
+3,696
374
$108K 0.08%
1,900
+500
375
$108K 0.08%
1,186
+800