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
801
$67K 0.05%
11,940
+400
802
$67K 0.05%
5,523
+2,266
803
$67K 0.05%
488
-100
804
$67K 0.05%
1,660
-100
805
$67K 0.05%
600
+400
806
$67K 0.05%
+2,360
807
$67K 0.05%
6,985
+5,935
808
$67K 0.05%
6,624
-667
809
$67K 0.05%
14,853
+4,657
810
$66K 0.05%
3,300
-800
811
$66K 0.05%
+2,428
812
$66K 0.05%
11,200
+7,800
813
$66K 0.05%
900
-900
814
$66K 0.05%
+4,780
815
$66K 0.05%
28,299
+4,800
816
$66K 0.05%
3,875
-200
817
$66K 0.05%
7,300
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818
$66K 0.05%
3,000
-1,300
819
$66K 0.05%
912
-570
820
$66K 0.05%
+1,898
821
$66K 0.05%
2,042
+113
822
$66K 0.05%
+7,889
823
$66K 0.05%
5,185
+1,885
824
$65K 0.05%
+3,600
825
$65K 0.05%
700
+400
31 32
33
34 35