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
26
$231K 0.17%
8,400
+6,200
27
$231K 0.17%
8,473
+6,600
28
$231K 0.17%
8,100
+6,000
29
$231K 0.17%
5,491
-700
30
$230K 0.17%
9,600
-2,600
31
$230K 0.17%
12,542
-5,417
32
$228K 0.17%
15,871
-8,923
33
$226K 0.17%
4,154
+4,000
34
$226K 0.17%
5,864
+4,200
35
$226K 0.17%
4,847
-1,500
36
$225K 0.17%
15,943
+1,842
37
$221K 0.16%
36,942
-23,164
38
$221K 0.16%
17,095
+11,095
39
$219K 0.16%
56,172
+19,607
40
$218K 0.16%
9,509
-630
41
$218K 0.16%
36,893
-1,933
42
$218K 0.16%
3,258
-900
43
$216K 0.16%
17,200
+9,500
44
$216K 0.16%
2,009
-300
45
$215K 0.16%
12,166
+6
46
$215K 0.16%
6,200
-2,300
47
$215K 0.16%
16,893
-6,607
48
$214K 0.16%
10,600
-3,600
49
$213K 0.16%
11,626
+7,600
50
$213K 0.16%
9,436
+6,400