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
1051
$48K 0.04%
2,000
-6,800
1052
$48K 0.04%
600
-200
1053
$48K 0.04%
4,391
+4,300
1054
$48K 0.04%
3,561
+1,216
1055
$48K 0.04%
1,413
+600
1056
$48K 0.04%
1,810
-1,200
1057
$48K 0.04%
+500
1058
$48K 0.04%
+7,629
1059
$48K 0.04%
700
+300
1060
$48K 0.04%
1,800
+1,000
1061
$48K 0.04%
2,623
-834
1062
$48K 0.04%
1,475
+400
1063
$48K 0.04%
400
1064
$48K 0.04%
+21,430
1065
$48K 0.04%
2,385
-15
1066
$48K 0.04%
2,364
-4,600
1067
$48K 0.04%
2,400
+2,000
1068
$48K 0.04%
+10,599
1069
$48K 0.04%
5,042
+1,890
1070
$48K 0.04%
670
1071
$48K 0.04%
972
-376
1072
$48K 0.04%
+10,256
1073
$48K 0.04%
19,699
+9,632
1074
$48K 0.04%
19,902
-64,350
1075
$48K 0.04%
1,200
-5,700
41 42
43
44 45