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
426
$102K 0.08%
+8,772
427
$102K 0.08%
2,600
+500
428
$101K 0.08%
14,243
+6,317
429
$101K 0.08%
+2,281
430
$101K 0.08%
1,500
+200
431
$101K 0.08%
+4,448
432
$101K 0.08%
4,678
+4,378
433
$101K 0.08%
1,800
+900
434
$101K 0.08%
6,950
+3,080
435
$101K 0.08%
4,200
+2,600
436
$101K 0.08%
3,749
-1,000
437
$101K 0.08%
1,300
438
$101K 0.08%
6,584
+2,890
439
$100K 0.07%
+7,112
440
$100K 0.07%
+18,920
441
$100K 0.07%
3,231
-12
442
$100K 0.07%
7,374
+2,198
443
$99K 0.07%
700
+300
444
$99K 0.07%
4,051
+207
445
$99K 0.07%
3,697
+1,800
446
$99K 0.07%
2,600
+1,900
447
$99K 0.07%
2,000
-1,600
448
$99K 0.07%
1,834
+612
449
$99K 0.07%
+1,800
450
$99K 0.07%
4,212
-9,221