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
951
$56K 0.04%
5,500
+2,500
952
$56K 0.04%
2,475
+750
953
$56K 0.04%
5,897
+2,224
954
$56K 0.04%
5,199
-1,000
955
$56K 0.04%
2,420
+500
956
$56K 0.04%
2,078
-5,000
957
$56K 0.04%
1,198
-102
958
$55K 0.04%
1,379
-1,000
959
$55K 0.04%
3,954
-2,700
960
$55K 0.04%
+12,080
961
$55K 0.04%
1,200
-1,600
962
$55K 0.04%
21,500
+15,500
963
$55K 0.04%
1,400
+900
964
$55K 0.04%
865
+200
965
$55K 0.04%
1,200
-1,600
966
$55K 0.04%
+5,400
967
$55K 0.04%
4,446
+3,146
968
$55K 0.04%
2,352
-6,916
969
$55K 0.04%
2,209
-705
970
$55K 0.04%
3,477
+701
971
$55K 0.04%
1,100
+600
972
$54K 0.04%
600
-200
973
$54K 0.04%
1,200
-500
974
$54K 0.04%
3,100
-400
975
$54K 0.04%
+2,100
37 38
39
40 41