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
526
$92K 0.07%
1,807
+1,117
527
$92K 0.07%
2,240
-1,594
528
$92K 0.07%
+4,528
529
$92K 0.07%
14,706
+8,800
530
$91K 0.07%
2,602
+700
531
$91K 0.07%
19,608
+4,655
532
$91K 0.07%
5,522
+2,261
533
$91K 0.07%
3,200
+2,400
534
$91K 0.07%
1,069
+700
535
$91K 0.07%
9,994
+8,416
536
$91K 0.07%
5,704
+1,400
537
$91K 0.07%
3,337
-600
538
$91K 0.07%
1,300
+500
539
$91K 0.07%
9,387
+6,388
540
$90K 0.07%
5,762
+2,500
541
$90K 0.07%
73
+16
542
$90K 0.07%
+6,235
543
$90K 0.07%
+6,781
544
$89K 0.07%
1,100
545
$89K 0.07%
3,670
+3,346
546
$89K 0.07%
1,300
+300
547
$89K 0.07%
6,986
+4,377
548
$89K 0.07%
3,149
+314
549
$89K 0.07%
7,799
+5,461
550
$89K 0.07%
4,461