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
701
$80K 0.05%
1,700
+900
702
$80K 0.05%
2,200
+1,200
703
$80K 0.05%
5,623
+100
704
$80K 0.05%
2,751
+1,800
705
$80K 0.05%
200
706
$80K 0.05%
5,094
+2,811
707
$80K 0.05%
4,200
-1,700
708
$80K 0.05%
6,623
-900
709
$79K 0.05%
4,542
+3,700
710
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17,190
-25,819
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4,022
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1,600
+100
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$78K 0.05%
3,798
-3,700
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5,400
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717
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5,988
-6,696
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719
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12,367
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1,900
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227
+100
722
$77K 0.05%
1,175
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723
$77K 0.05%
100
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$77K 0.05%
442
-307
725
$77K 0.05%
2,399
+1,200