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
576
$96K 0.06%
4,427
-1,857
577
$96K 0.06%
1,320
-440
578
$96K 0.06%
7,781
+796
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$96K 0.06%
+7,120
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$96K 0.06%
2,400
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$95K 0.06%
3,751
-300
582
$95K 0.06%
2,899
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583
$95K 0.06%
628
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$95K 0.06%
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600
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600
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486
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599
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600
$93K 0.06%
5,778
+5,550