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
$107M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$423K
2 +$314K
3 +$234K
4
PX
Praxair Inc
PX
+$231K
5
ATR icon
AptarGroup
ATR
+$231K

Top Sells

1 +$1.35M
2 +$285K
3 +$270K
4
CLF icon
Cleveland-Cliffs
CLF
+$253K
5
TRR
Trc Companies
TRR
+$251K

Sector Composition

1 Industrials 15.12%
2 Healthcare 14.17%
3 Financials 13.11%
4 Consumer Discretionary 12.41%
5 Technology 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
651
Lowe's Companies
LOW
$116B
$62K 0.06%
800
-1,100
MS icon
652
Morgan Stanley
MS
$344B
$62K 0.06%
1,400
+600
ROL icon
653
Rollins
ROL
$22.4B
$62K 0.06%
+3,422
SHOO icon
654
Steven Madden
SHOO
$3.24B
$62K 0.06%
+2,312
SIRI icon
655
SiriusXM
SIRI
$9.46B
$62K 0.06%
1,136
+10
KLXI
656
DELISTED
KLX Inc.
KLXI
$62K 0.06%
+1,459
UVE icon
657
Universal Insurance Holdings
UVE
$996M
$62K 0.06%
2,478
+800
WEC icon
658
WEC Energy
WEC
$35.8B
$62K 0.06%
1,017
+1,000
WSO icon
659
Watsco Inc
WSO
$14.9B
$62K 0.06%
400
+300
QVCGA
660
DELISTED
QVC Group Inc Series A
QVCGA
$62K 0.06%
52
+44
ABB
661
DELISTED
ABB Ltd
ABB
$62K 0.06%
+2,500
TFCFA
662
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$62K 0.06%
2,190
+600
CVRR
663
DELISTED
CVR Refining, LP
CVRR
$62K 0.06%
6,574
-3,174
UCP
664
DELISTED
UCP, Inc.
UCP
$62K 0.06%
5,640
+199
GL icon
665
Globe Life
GL
$12B
$61K 0.06%
+800
HVT icon
666
Haverty Furniture Companies
HVT
$365M
$61K 0.06%
2,446
-1,200
PRI icon
667
Primerica
PRI
$8.06B
$61K 0.06%
800
+500
VEEV icon
668
Veeva Systems
VEEV
$29.1B
$61K 0.06%
990
-100
ZBRA icon
669
Zebra Technologies
ZBRA
$11.8B
$61K 0.06%
608
-1,600
SRCL
670
DELISTED
Stericycle Inc
SRCL
$61K 0.06%
+800
HOME
671
DELISTED
At Home Group Inc.
HOME
$61K 0.06%
+2,606
RTEC
672
DELISTED
Rudolph Technologies Inc
RTEC
$61K 0.06%
2,684
+387
KALU icon
673
Kaiser Aluminum
KALU
$3.09B
$61K 0.06%
690
-710
PLCE icon
674
Children's Place
PLCE
$80.4M
$61K 0.06%
595
-900
AGM icon
675
Federal Agricultural Mortgage
AGM
$1.96B
$61K 0.06%
936
-800