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
726
$75K 0.06%
1,603
-300
727
$75K 0.06%
4,427
+2,600
728
$74K 0.06%
3,459
-84
729
$74K 0.06%
4,226
+1,988
730
$74K 0.06%
8,274
-1,944
731
$74K 0.06%
2,603
-7,034
732
$74K 0.06%
3,041
-600
733
$74K 0.06%
1,369
+1,133
734
$74K 0.06%
1,300
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735
$74K 0.06%
4,421
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736
$74K 0.06%
1,800
-5,300
737
$74K 0.06%
38,679
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$74K 0.06%
1,738
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739
$73K 0.05%
+2,289
740
$73K 0.05%
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$73K 0.05%
2,986
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742
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+9,685
743
$73K 0.05%
3,092
-200
744
$73K 0.05%
1,684
-1,200
745
$73K 0.05%
8,855
+5,802
746
$73K 0.05%
154
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747
$73K 0.05%
2,550
-5,816
748
$73K 0.05%
500
749
$73K 0.05%
4,300
+2,000
750
$73K 0.05%
631
-300
28 29
30
31 32