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
926
$58K 0.04%
1,222
+100
927
$58K 0.04%
+2,913
928
$58K 0.04%
4,407
-4,953
929
$58K 0.04%
+4,724
930
$57K 0.04%
2,679
-89
931
$57K 0.04%
3,237
-500
932
$57K 0.04%
800
-400
933
$57K 0.04%
4,731
+436
934
$57K 0.04%
1,100
-1,200
935
$57K 0.04%
800
-400
936
$57K 0.04%
9,700
-36,000
937
$57K 0.04%
70
+21
938
$57K 0.04%
2,700
+2,300
939
$57K 0.04%
1,768
+696
940
$57K 0.04%
900
-2,000
941
$57K 0.04%
2,237
-1,300
942
$57K 0.04%
3,485
+185
943
$57K 0.04%
+27,669
944
$56K 0.04%
+2,950
945
$56K 0.04%
3,215
-750
946
$56K 0.04%
3,343
+643
947
$56K 0.04%
1,365
-1,200
948
$56K 0.04%
3,703
+503
949
$56K 0.04%
1,417
-100
950
$56K 0.04%
1,176
+100
36 37
38
39 40