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
501
$93K 0.07%
2,400
+1,900
502
$93K 0.07%
4,092
+592
503
$93K 0.07%
5,530
-11,400
504
$93K 0.07%
1,200
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505
$93K 0.07%
27,494
+25,100
506
$93K 0.07%
1,900
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507
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1,500
-300
508
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500
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509
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510
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511
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14,599
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512
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800
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514
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515
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516
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700
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7,300
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519
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520
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3,100
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521
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3,240
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523
$92K 0.07%
8,229
+6,248
524
$92K 0.07%
4,080
+2,800
525
$92K 0.07%
1,807
+1,117