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
851
$63K 0.05%
+2,900
852
$63K 0.05%
2,533
+700
853
$63K 0.05%
800
+500
854
$63K 0.05%
+1,100
855
$63K 0.05%
4,190
-5,800
856
$63K 0.05%
475
+225
857
$63K 0.05%
6,309
+1,135
858
$63K 0.05%
24,609
+10,273
859
$63K 0.05%
2,100
-100
860
$62K 0.05%
2,300
+900
861
$62K 0.05%
800
-500
862
$62K 0.05%
5,080
-1,061
863
$62K 0.05%
4,500
+4,300
864
$62K 0.05%
4,046
+3,207
865
$62K 0.05%
2,523
+1,211
866
$62K 0.05%
16,400
+10,310
867
$62K 0.05%
1,921
-460
868
$62K 0.05%
2,500
+1,000
869
$62K 0.05%
+700
870
$62K 0.05%
5,212
-116
871
$62K 0.05%
+6,800
872
$62K 0.05%
4,521
-2,936
873
$62K 0.05%
3,917
+100
874
$62K 0.05%
9,549
-13,975
875
$62K 0.05%
3,692
+700