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
551
$88K 0.07%
3,400
+500
552
$88K 0.07%
16,958
+16,158
553
$88K 0.07%
2,200
+600
554
$88K 0.07%
1,300
-500
555
$88K 0.07%
1,968
+1,568
556
$88K 0.07%
4,000
+1,600
557
$88K 0.07%
2,468
+561
558
$88K 0.07%
3,272
-4,764
559
$88K 0.07%
3,700
+2,700
560
$88K 0.07%
4,719
+4,307
561
$87K 0.06%
14,200
+10,600
562
$87K 0.06%
1,100
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563
$87K 0.06%
4,897
-8,064
564
$87K 0.06%
+2,217
565
$87K 0.06%
2,171
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566
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3,000
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567
$87K 0.06%
7,012
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568
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569
$87K 0.06%
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570
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1,300
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571
$87K 0.06%
1,500
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572
$87K 0.06%
600
-100
573
$87K 0.06%
1,087
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574
$87K 0.06%
5,944
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575
$87K 0.06%
+6,300