AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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 +$457K
2 +$435K
3 +$428K
4
GK
G&K Services Inc
GK
+$396K
5
CVGW icon
Calavo Growers
CVGW
+$383K

Top Sells

1 +$319K
2 +$292K
3 +$276K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.94%
3 Financials 12.07%
4 Technology 11.96%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$102K 0.07%
11,396
-5,670
527
$101K 0.07%
1,400
-300
528
$101K 0.07%
3,900
+1,800
529
$101K 0.07%
6,349
-6,100
530
$101K 0.07%
900
+100
531
$101K 0.07%
+7,352
532
$101K 0.07%
3,900
-300
533
$101K 0.07%
6,381
-5,800
534
$101K 0.07%
3,100
+2,900
535
$100K 0.07%
1,500
+800
536
$100K 0.07%
2,539
+1,600
537
$100K 0.07%
1,589
+999
538
$100K 0.07%
16,962
+7,160
539
$99K 0.07%
900
-400
540
$99K 0.07%
+2,521
541
$99K 0.07%
9,350
+5,200
542
$99K 0.07%
308
-82
543
$99K 0.07%
3,000
-3,700
544
$99K 0.07%
7,100
+700
545
$99K 0.07%
10,027
+627
546
$99K 0.07%
4,200
+300
547
$99K 0.07%
+3,300
548
$98K 0.07%
2,000
+100
549
$98K 0.07%
1,400
+1,200
550
$98K 0.07%
11,169
+622