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
551
$88K 0.07%
4,000
+1,600
552
$88K 0.07%
3,400
+500
553
$88K 0.07%
2,468
+561
554
$88K 0.07%
3,272
-4,764
555
$88K 0.07%
3,700
+2,700
556
$88K 0.07%
4,719
+4,307
557
$88K 0.07%
16,958
+16,158
558
$88K 0.07%
2,200
+600
559
$88K 0.07%
1,300
-500
560
$87K 0.06%
14,200
+10,600
561
$87K 0.06%
1,100
+600
562
$87K 0.06%
4,897
-8,064
563
$87K 0.06%
2,171
+1,900
564
$87K 0.06%
3,000
+1,400
565
$87K 0.06%
7,012
+2,612
566
$87K 0.06%
1,900
+500
567
$87K 0.06%
2,600
-200
568
$87K 0.06%
1,300
+200
569
$87K 0.06%
+2,217
570
$87K 0.06%
1,500
+300
571
$87K 0.06%
600
-100
572
$87K 0.06%
1,087
-95
573
$87K 0.06%
5,944
-55
574
$87K 0.06%
+6,300
575
$86K 0.06%
+5,700
21 22
23
24 25