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
$150M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$466K
3 +$428K
4
EBF icon
Ennis
EBF
+$419K
5
CVGW icon
Calavo Growers
CVGW
+$386K

Top Sells

1 +$319K
2 +$276K
3 +$274K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.71%
3 Financials 12.07%
4 Technology 11.81%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$49K 0.03%
6,463
-3,400
1052
$49K 0.03%
9,201
+1,376
1053
$49K 0.03%
2,636
-600
1054
$49K 0.03%
2,550
-1,570
1055
$49K 0.03%
926
-443
1056
$49K 0.03%
2,400
-900
1057
$49K 0.03%
+7,800
1058
$48K 0.03%
1,718
-800
1059
$48K 0.03%
4,000
-13,200
1060
$48K 0.03%
+496
1061
$48K 0.03%
+1,729
1062
$48K 0.03%
2,400
1063
$48K 0.03%
4,910
-10,100
1064
$48K 0.03%
15,791
+14,491
1065
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+2,089
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$48K 0.03%
422
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2,000
-1,400
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3,467
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500
-600
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4,212
-2,900
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700
-400
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$47K 0.03%
1,601
-900
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$47K 0.03%
+19,940
1074
$47K 0.03%
800
-1,000
1075
$47K 0.03%
+7,784