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
51
$212K 0.16%
15,500
+12,900
52
$212K 0.16%
9,917
-1,900
53
$209K 0.16%
10,726
-2,221
54
$209K 0.16%
241
+132
55
$208K 0.15%
2,595
-605
56
$208K 0.15%
5,215
-3,427
57
$206K 0.15%
+10,977
58
$206K 0.15%
7,312
+4,800
59
$206K 0.15%
22,900
+7,600
60
$205K 0.15%
2,699
-1,500
61
$205K 0.15%
65,341
-25,800
62
$204K 0.15%
13,504
+8,200
63
$204K 0.15%
10,128
-1,862
64
$204K 0.15%
+21,461
65
$204K 0.15%
8,695
-2,400
66
$203K 0.15%
11,272
+8,800
67
$203K 0.15%
1,977
+1,382
68
$202K 0.15%
2,575
+525
69
$202K 0.15%
4,712
-1,900
70
$202K 0.15%
2,700
+1,500
71
$201K 0.15%
700
+600
72
$201K 0.15%
8,000
+5,200
73
$201K 0.15%
24,451
+3,501
74
$201K 0.15%
+26,823
75
$200K 0.15%
8,737
+6,400