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
451
$99K 0.07%
+3,800
452
$99K 0.07%
3,638
-533
453
$99K 0.07%
1,000
+400
454
$99K 0.07%
2,154
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455
$98K 0.07%
4,714
+1,657
456
$98K 0.07%
4,100
+1,000
457
$98K 0.07%
4,600
+1,300
458
$98K 0.07%
1,400
-700
459
$98K 0.07%
4,000
+2,200
460
$98K 0.07%
18,282
+6,439
461
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462
$98K 0.07%
2,771
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463
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464
$98K 0.07%
9,597
+1,898
465
$98K 0.07%
3,735
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466
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15,361
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467
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6,100
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468
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2,300
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2,941
-5,859
470
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5,200
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471
$97K 0.07%
1,800
472
$97K 0.07%
3,626
+3,300
473
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2,800
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$97K 0.07%
15,302
-13,108
475
$97K 0.07%
4,000
+1,600