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
376
$108K 0.08%
1,700
+700
377
$108K 0.08%
3,927
+1,100
378
$108K 0.08%
6,500
+1,200
379
$108K 0.08%
4,203
+3,696
380
$107K 0.08%
6,810
+1,088
381
$107K 0.08%
2,427
-2,300
382
$107K 0.08%
+29,135
383
$107K 0.08%
+14,700
384
$107K 0.08%
1,955
-115
385
$107K 0.08%
3,100
-100
386
$107K 0.08%
4,200
+1,000
387
$106K 0.08%
+3,902
388
$106K 0.08%
4,035
+1,300
389
$106K 0.08%
1,794
390
$106K 0.08%
7,200
+6,200
391
$106K 0.08%
2,424
+1,200
392
$105K 0.08%
20
+12
393
$105K 0.08%
4,800
+3,200
394
$105K 0.08%
2,798
-3,400
395
$105K 0.08%
3,900
-600
396
$105K 0.08%
17,736
+12,236
397
$104K 0.08%
+2,738
398
$104K 0.08%
1,700
+1,400
399
$104K 0.08%
2,200
+600
400
$104K 0.08%
8,880
-6,399