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
701
$76K 0.06%
9,002
+7,297
702
$76K 0.06%
8,912
+3,894
703
$76K 0.06%
523
+209
704
$76K 0.06%
2,000
+1,300
705
$76K 0.06%
13,094
+5,209
706
$76K 0.06%
916
-300
707
$76K 0.06%
2,883
+183
708
$76K 0.06%
9,437
+5,714
709
$76K 0.06%
1,600
-1,300
710
$76K 0.06%
1,200
-400
711
$75K 0.06%
3,800
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712
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7,200
+1,000
713
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700
-1,900
714
$75K 0.06%
800
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715
$75K 0.06%
1,100
-400
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615
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2,700
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718
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1,500
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719
$75K 0.06%
1,500
-400
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$75K 0.06%
7,054
+2,198
721
$75K 0.06%
9,560
-540
722
$75K 0.06%
3,860
+2,343
723
$75K 0.06%
3,283
-582
724
$75K 0.06%
1,800
-800
725
$75K 0.06%
5,095
+2,400
27 28
29
30 31