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
826
$65K 0.05%
2,900
-6,500
827
$65K 0.05%
1,200
+500
828
$65K 0.05%
2,600
+1,200
829
$65K 0.05%
1,300
-200
830
$65K 0.05%
5,532
-955
831
$65K 0.05%
9,160
+7,036
832
$65K 0.05%
2,900
-2,200
833
$65K 0.05%
2,600
+1,200
834
$64K 0.05%
3,123
+900
835
$64K 0.05%
2,148
+1,791
836
$64K 0.05%
4,088
+1,622
837
$64K 0.05%
3,749
+669
838
$64K 0.05%
2,199
+1,500
839
$64K 0.05%
3,864
+800
840
$64K 0.05%
2,706
-1,200
841
$64K 0.05%
10,259
+3,447
842
$64K 0.05%
1,100
-200
843
$64K 0.05%
5,616
+233
844
$64K 0.05%
1,800
+1,700
845
$64K 0.05%
12,594
+4,462
846
$64K 0.05%
21,732
+14,295
847
$64K 0.05%
5,722
-200
848
$63K 0.05%
1,200
-600
849
$63K 0.05%
+3,900
850
$63K 0.05%
3,600
-3,100
32 33
34
35 36