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
1026
$51K 0.04%
3,287
+2,677
1027
$51K 0.04%
1,498
+700
1028
$51K 0.04%
+3,300
1029
$51K 0.04%
1,200
-900
1030
$51K 0.04%
1,100
-1,700
1031
$50K 0.04%
+9,095
1032
$50K 0.04%
5,302
-15,721
1033
$50K 0.04%
4,100
+200
1034
$50K 0.04%
500
+200
1035
$50K 0.04%
1,398
-587
1036
$50K 0.04%
3,600
-100
1037
$50K 0.04%
2,799
-1,900
1038
$50K 0.04%
800
-100
1039
$49K 0.04%
8,300
+3,400
1040
$49K 0.04%
1,300
-1,100
1041
$49K 0.04%
1,418
+400
1042
$49K 0.04%
+1,476
1043
$49K 0.04%
600
-400
1044
$49K 0.04%
1,231
-250
1045
$49K 0.04%
+3,183
1046
$49K 0.04%
13,342
-14,106
1047
$49K 0.04%
+5,772
1048
$49K 0.04%
+800
1049
$49K 0.04%
2,600
-2,800
1050
$49K 0.04%
6,319
+2,319
40 41
42
43 44