AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 +$245K
3 +$232K
4
AKS
AK Steel Holding Corp
AKS
+$231K
5
SJM icon
J.M. Smucker
SJM
+$229K

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 11.18%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$59K 0.04%
1,923
-400
902
$59K 0.04%
1,594
-1,177
903
$59K 0.04%
2,646
-1,076
904
$59K 0.04%
1,224
905
$59K 0.04%
5,768
+5,100
906
$59K 0.04%
+718
907
$59K 0.04%
817
+102
908
$59K 0.04%
3,056
-1,344
909
$59K 0.04%
+10,139
910
$59K 0.04%
3,061
-800
911
$59K 0.04%
3,900
-1,400
912
$59K 0.04%
400
+200
913
$59K 0.04%
1,798
-29
914
$59K 0.04%
2,041
-200
915
$59K 0.04%
+1,100
916
$59K 0.04%
+2,002
917
$59K 0.04%
+2,800
918
$59K 0.04%
1,800
-400
919
$58K 0.04%
875
+300
920
$58K 0.04%
2,500
+600
921
$58K 0.04%
6,352
+400
922
$58K 0.04%
1,787
+1,000
923
$58K 0.04%
408
+55
924
$58K 0.04%
+2,800
925
$58K 0.04%
+20,526