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
751
$73K 0.05%
37,090
+25,521
752
$73K 0.05%
2,900
+2,600
753
$73K 0.05%
2,709
-700
754
$72K 0.05%
500
-100
755
$72K 0.05%
1,800
+200
756
$72K 0.05%
10,483
+5,280
757
$72K 0.05%
8,000
-100
758
$72K 0.05%
+2,100
759
$72K 0.05%
4,012
+398
760
$72K 0.05%
13,827
-985
761
$71K 0.05%
1,400
-600
762
$71K 0.05%
1,592
763
$71K 0.05%
8,000
+4,400
764
$71K 0.05%
3,263
+2,812
765
$71K 0.05%
+8,455
766
$71K 0.05%
+1,200
767
$71K 0.05%
3,300
+2,200
768
$71K 0.05%
2,359
+359
769
$71K 0.05%
386
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770
$70K 0.05%
1,308
-800
771
$70K 0.05%
4,313
+2,100
772
$70K 0.05%
3,008
+420
773
$70K 0.05%
1,800
+200
774
$70K 0.05%
9,328
+1,800
775
$70K 0.05%
200
+100
29 30
31
32 33