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
476
$96K 0.07%
2,692
-5,000
477
$96K 0.07%
7,291
+3,491
478
$96K 0.07%
2,781
+1,142
479
$96K 0.07%
+12,622
480
$95K 0.07%
15,308
+7,300
481
$95K 0.07%
2,100
-100
482
$95K 0.07%
1,282
-2,726
483
$95K 0.07%
1,800
-200
484
$95K 0.07%
5,506
-586
485
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3,535
-2,025
486
$95K 0.07%
15,500
-3,500
487
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2,200
-600
488
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4,215
+3,000
489
$94K 0.07%
+3,115
490
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+6,707
491
$94K 0.07%
4,497
+3,300
492
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3,272
-6,505
493
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4,500
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494
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8,378
-3,822
495
$94K 0.07%
33,690
+32,150
496
$94K 0.07%
3,600
+3,500
497
$94K 0.07%
8,312
+5,400
498
$94K 0.07%
4,500
+1,000
499
$94K 0.07%
400
-100
500
$94K 0.07%
4,300
+600
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