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
601
$84K 0.06%
1,600
-100
602
$84K 0.06%
4,700
+2,000
603
$84K 0.06%
7,400
+4,100
604
$84K 0.06%
1,600
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605
$84K 0.06%
9,800
+7,600
606
$83K 0.06%
1,121
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607
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608
$83K 0.06%
3,743
-58
609
$83K 0.06%
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610
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611
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612
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1,800
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616
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$82K 0.06%
4,300
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623
$82K 0.06%
1,100
624
$82K 0.06%
5,116
+600
625
$82K 0.06%
3,300
+2,200
23 24
25
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