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
351
$129K 0.09%
20,095
+5,389
352
$128K 0.09%
1,400
+100
353
$128K 0.09%
8,200
-1,400
354
$128K 0.09%
4,724
+1,800
355
$128K 0.09%
6,300
-800
356
$128K 0.09%
3,300
-300
357
$127K 0.08%
7,500
-100
358
$127K 0.08%
4,061
-988
359
$127K 0.08%
1,900
+600
360
$126K 0.08%
5,900
+2,300
361
$126K 0.08%
2,200
362
$125K 0.08%
4,500
+2,200
363
$125K 0.08%
1,000
+300
364
$125K 0.08%
1,700
-600
365
$125K 0.08%
3,346
-200
366
$125K 0.08%
+4,743
367
$125K 0.08%
+2,900
368
$125K 0.08%
2,296
-2,100
369
$124K 0.08%
8,000
+700
370
$124K 0.08%
3,000
+1,200
371
$124K 0.08%
9,313
+1,552
372
$124K 0.08%
1,053
-233
373
$124K 0.08%
3,472
+200
374
$123K 0.08%
+3,400
375
$123K 0.08%
13,000
-1,000