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
776
$70K 0.05%
4,120
-2,358
777
$70K 0.05%
5,925
+4,125
778
$70K 0.05%
+13,402
779
$70K 0.05%
+3,000
780
$70K 0.05%
3,343
+600
781
$69K 0.05%
+2,054
782
$69K 0.05%
2,100
-200
783
$69K 0.05%
2,300
784
$69K 0.05%
3,000
+1,300
785
$69K 0.05%
2,487
-7,350
786
$69K 0.05%
3,400
+2,000
787
$69K 0.05%
2,992
-1,100
788
$69K 0.05%
13,576
+2,218
789
$69K 0.05%
7,660
+2,900
790
$68K 0.05%
10,200
+4,300
791
$68K 0.05%
+8,815
792
$68K 0.05%
+700
793
$68K 0.05%
+917
794
$68K 0.05%
2,200
795
$68K 0.05%
+13,071
796
$68K 0.05%
+1,750
797
$68K 0.05%
+3,100
798
$68K 0.05%
5,100
+2,600
799
$68K 0.05%
+2,700
800
$68K 0.05%
48,517
+37,517
30 31
32
33 34