AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 +$245K
3 +$232K
4
AKS
AK Steel Holding Corp
AKS
+$231K
5
SJM icon
J.M. Smucker
SJM
+$229K

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 11.18%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.16%
9,436
+6,400
52
$212K 0.16%
9,917
-1,900
53
$212K 0.16%
15,500
+12,900
54
$209K 0.16%
10,726
-2,221
55
$209K 0.16%
241
+132
56
$208K 0.15%
2,595
-605
57
$208K 0.15%
5,215
-3,427
58
$206K 0.15%
+10,977
59
$206K 0.15%
7,312
+4,800
60
$206K 0.15%
22,900
+7,600
61
$205K 0.15%
2,699
-1,500
62
$205K 0.15%
65,341
-25,800
63
$204K 0.15%
+21,461
64
$204K 0.15%
13,504
+8,200
65
$204K 0.15%
10,128
-1,862
66
$204K 0.15%
8,695
-2,400
67
$203K 0.15%
11,272
+8,800
68
$203K 0.15%
1,977
+1,382
69
$202K 0.15%
2,575
+525
70
$202K 0.15%
4,712
-1,900
71
$202K 0.15%
2,700
+1,500
72
$201K 0.15%
700
+600
73
$201K 0.15%
8,000
+5,200
74
$201K 0.15%
24,451
+3,501
75
$201K 0.15%
+26,823