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
401
$104K 0.08%
2,200
+600
402
$104K 0.08%
8,880
-6,399
403
$104K 0.08%
4,000
+2,000
404
$104K 0.08%
2,500
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405
$104K 0.08%
3,500
+900
406
$104K 0.08%
2,700
-600
407
$103K 0.08%
3,521
-6,484
408
$103K 0.08%
1,300
+100
409
$103K 0.08%
6,900
+600
410
$103K 0.08%
12,900
+1,200
411
$103K 0.08%
11,700
+3,100
412
$103K 0.08%
2,104
+1,600
413
$103K 0.08%
5,869
-646
414
$103K 0.08%
11,269
+2,600
415
$103K 0.08%
7,893
+1,921
416
$102K 0.08%
800
+500
417
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3,300
+2,000
418
$102K 0.08%
1,066
+900
419
$102K 0.08%
+13,000
420
$102K 0.08%
4,229
+978
421
$102K 0.08%
2,700
+1,400
422
$102K 0.08%
8,753
+7,900
423
$102K 0.08%
2,700
+100
424
$102K 0.08%
1,477
+500
425
$102K 0.08%
+8,772