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
801
$69K 0.05%
2,402
-1,500
802
$69K 0.05%
2,200
-400
803
$69K 0.05%
926
-200
804
$69K 0.05%
3,626
+3,100
805
$69K 0.05%
3,043
-240
806
$68K 0.05%
1,400
-2,100
807
$68K 0.05%
+15,785
808
$68K 0.05%
1,485
+727
809
$68K 0.05%
2,437
-600
810
$68K 0.05%
1,450
+1,400
811
$68K 0.05%
2,683
-7,400
812
$68K 0.05%
4,700
+2,600
813
$68K 0.05%
2,200
-1,600
814
$68K 0.05%
6,872
-1,900
815
$68K 0.05%
+5,895
816
$68K 0.05%
+800
817
$67K 0.04%
11,884
-1,926
818
$67K 0.04%
1,100
-800
819
$67K 0.04%
9,671
+6,800
820
$67K 0.04%
2,085
+1,300
821
$67K 0.04%
2,212
-2,000
822
$67K 0.04%
15,045
+14,572
823
$67K 0.04%
79
+9
824
$67K 0.04%
168
+135
825
$67K 0.04%
+9,459
31 32
33
34 35