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
401
$104K 0.08%
4,000
+2,000
402
$104K 0.08%
2,500
+200
403
$104K 0.08%
3,500
+900
404
$104K 0.08%
2,300
+800
405
$104K 0.08%
1,300
+200
406
$104K 0.08%
1,886
+104
407
$104K 0.08%
2,700
-600
408
$103K 0.08%
11,700
+3,100
409
$103K 0.08%
2,104
+1,600
410
$103K 0.08%
5,869
-646
411
$103K 0.08%
11,269
+2,600
412
$103K 0.08%
7,893
+1,921
413
$103K 0.08%
3,521
-6,484
414
$103K 0.08%
1,300
+100
415
$103K 0.08%
6,900
+600
416
$103K 0.08%
12,900
+1,200
417
$102K 0.08%
800
+500
418
$102K 0.08%
3,300
+2,000
419
$102K 0.08%
1,066
+900
420
$102K 0.08%
+13,000
421
$102K 0.08%
4,229
+978
422
$102K 0.08%
2,700
+1,400
423
$102K 0.08%
8,753
+7,900
424
$102K 0.08%
2,700
+100
425
$102K 0.08%
1,477
+500