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
$150M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$466K
3 +$428K
4
EBF icon
Ennis
EBF
+$419K
5
CVGW icon
Calavo Growers
CVGW
+$386K

Top Sells

1 +$319K
2 +$276K
3 +$274K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.71%
3 Financials 12.07%
4 Technology 11.81%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$101K 0.07%
1,400
-300
527
$101K 0.07%
3,900
+1,800
528
$101K 0.07%
6,349
-6,100
529
$101K 0.07%
900
+100
530
$101K 0.07%
+7,352
531
$101K 0.07%
3,900
-300
532
$101K 0.07%
6,381
-5,800
533
$101K 0.07%
3,100
+2,900
534
$100K 0.07%
1,500
+800
535
$100K 0.07%
2,539
+1,600
536
$100K 0.07%
1,589
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537
$100K 0.07%
16,962
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538
$99K 0.07%
3,000
-3,700
539
$99K 0.07%
7,100
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540
$99K 0.07%
10,027
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541
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542
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900
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543
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544
$99K 0.07%
9,350
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545
$99K 0.07%
308
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546
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4,200
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547
$98K 0.07%
2,000
+100
548
$98K 0.07%
1,400
+1,200
549
$98K 0.07%
11,169
+622
550
$98K 0.07%
5,617
+1,753