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
751
$75K 0.05%
17,371
+4,300
752
$75K 0.05%
+3,039
753
$75K 0.05%
30,386
+14,277
754
$75K 0.05%
4,997
+1,520
755
$74K 0.05%
2,600
+1,500
756
$74K 0.05%
4,797
-2,189
757
$74K 0.05%
2,700
-1,200
758
$74K 0.05%
2,600
-1,300
759
$74K 0.05%
+3,606
760
$74K 0.05%
2,767
+1,568
761
$74K 0.05%
+3,078
762
$74K 0.05%
1,600
-200
763
$74K 0.05%
5,606
+3,700
764
$74K 0.05%
2,166
+1,900
765
$73K 0.05%
1,794
+200
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$73K 0.05%
4,225
+1,822
767
$73K 0.05%
786
-400
768
$73K 0.05%
2,383
-500
769
$73K 0.05%
3,185
+800
770
$73K 0.05%
1,100
+200
771
$73K 0.05%
5,628
-7,592
772
$73K 0.05%
3,100
+100
773
$73K 0.05%
4,669
+1,500
774
$72K 0.05%
500
-200
775
0