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
901
$59K 0.04%
1,594
-1,177
902
$59K 0.04%
2,646
-1,076
903
$59K 0.04%
1,224
904
$59K 0.04%
5,768
+5,100
905
$59K 0.04%
+718
906
$59K 0.04%
817
+102
907
$59K 0.04%
3,056
-1,344
908
$59K 0.04%
+10,139
909
$59K 0.04%
3,061
-800
910
$59K 0.04%
3,900
-1,400
911
$59K 0.04%
400
+200
912
$59K 0.04%
1,798
-29
913
$59K 0.04%
2,041
-200
914
$59K 0.04%
+1,100
915
$59K 0.04%
+2,002
916
$59K 0.04%
1,800
-400
917
$59K 0.04%
+2,800
918
$58K 0.04%
875
+300
919
$58K 0.04%
2,500
+600
920
$58K 0.04%
6,352
+400
921
$58K 0.04%
1,787
+1,000
922
$58K 0.04%
408
+55
923
$58K 0.04%
+2,800
924
$58K 0.04%
+20,526
925
$58K 0.04%
2,273
-5,400