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
426
$102K 0.08%
2,600
+500
427
$101K 0.08%
1,800
+900
428
$101K 0.08%
6,950
+3,080
429
$101K 0.08%
4,200
+2,600
430
$101K 0.08%
14,243
+6,317
431
$101K 0.08%
+2,281
432
$101K 0.08%
1,500
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433
$101K 0.08%
+4,448
434
$101K 0.08%
3,749
-1,000
435
$101K 0.08%
4,678
+4,378
436
$101K 0.08%
1,300
437
$101K 0.08%
6,584
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438
$100K 0.07%
+7,112
439
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440
$100K 0.07%
3,231
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441
$100K 0.07%
7,374
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442
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700
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444
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$99K 0.07%
2,600
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446
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2,000
-1,600
447
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1,834
+612
448
$99K 0.07%
4,212
-9,221
449
$99K 0.07%
+3,800
450
$99K 0.07%
3,638
-533