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
676
$78K 0.06%
+8,686
677
$78K 0.06%
+3,924
678
$78K 0.06%
2,700
-50
679
$78K 0.06%
3,500
+1,100
680
$78K 0.06%
1,400
-3,200
681
$78K 0.06%
5,559
+732
682
$78K 0.06%
4,847
+655
683
$78K 0.06%
1,500
+1,400
684
$78K 0.06%
9,956
+4,956
685
$78K 0.06%
12,507
+961
686
$78K 0.06%
2,963
687
$77K 0.06%
5,503
+1,778
688
$77K 0.06%
+3,267
689
$77K 0.06%
15,800
+8,200
690
$77K 0.06%
2,000
691
$77K 0.06%
1,126
-400
692
$77K 0.06%
3,037
+500
693
$77K 0.06%
2,527
-2,673
694
$77K 0.06%
+2,304
695
$77K 0.06%
3,500
+1,100
696
$77K 0.06%
+12,578
697
$77K 0.06%
+1,300
698
$77K 0.06%
3,741
-3,015
699
$76K 0.06%
1,300
700
$76K 0.06%
3,600
-600
26 27
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