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
526
$92K 0.07%
2,240
-1,594
527
$92K 0.07%
+4,528
528
$92K 0.07%
14,706
+8,800
529
$91K 0.07%
2,602
+700
530
$91K 0.07%
19,608
+4,655
531
$91K 0.07%
5,522
+2,261
532
$91K 0.07%
3,200
+2,400
533
$91K 0.07%
1,069
+700
534
$91K 0.07%
9,994
+8,416
535
$91K 0.07%
5,704
+1,400
536
$91K 0.07%
3,337
-600
537
$91K 0.07%
1,300
+500
538
$91K 0.07%
9,387
+6,388
539
$90K 0.07%
5,762
+2,500
540
$90K 0.07%
73
+16
541
$90K 0.07%
+6,235
542
$90K 0.07%
+6,781
543
$89K 0.07%
1,100
544
$89K 0.07%
3,670
+3,346
545
$89K 0.07%
1,300
+300
546
$89K 0.07%
6,986
+4,377
547
$89K 0.07%
3,149
+314
548
$89K 0.07%
7,799
+5,461
549
$89K 0.07%
4,461
550
$88K 0.07%
1,968
+1,568
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