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
51
$257K 0.17%
3,800
+3,000
52
$257K 0.17%
18,082
-2,151
53
$256K 0.17%
14,677
+12,474
54
$256K 0.17%
5,298
+2,500
55
$255K 0.17%
10,568
+4,034
56
$255K 0.17%
11,677
+700
57
$255K 0.17%
17,996
+14,796
58
$254K 0.17%
8,200
+200
59
$254K 0.17%
10,863
+7,950
60
$253K 0.17%
18,679
+10,243
61
$253K 0.17%
10,691
+4,481
62
$252K 0.17%
16,931
+16,400
63
$252K 0.17%
25,466
+15,128
64
$251K 0.17%
15,577
+15,117
65
$250K 0.17%
13,573
-527
66
$250K 0.17%
800
-200
67
$250K 0.17%
8,434
+3,244
68
$245K 0.16%
18,312
+700
69
$245K 0.16%
5,300
+400
70
$244K 0.16%
7,037
+1,187
71
$244K 0.16%
25,333
+9,731
72
$242K 0.16%
2,425
-150
73
$242K 0.16%
3,488
+2,100
74
$242K 0.16%
4,147
-700
75
$241K 0.16%
+11,211
1 2
3
4 5