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
1076
$47K 0.03%
+1,300
1077
$47K 0.03%
+2,751
1078
$47K 0.03%
1,243
+500
1079
$47K 0.03%
5,097
+1,100
1080
$47K 0.03%
3,065
-2,892
1081
$47K 0.03%
1,854
+918
1082
$47K 0.03%
1,600
-1,200
1083
$47K 0.03%
+500
1084
$47K 0.03%
+8,941
1085
$47K 0.03%
7,133
+469
1086
$47K 0.03%
590
-300
1087
$47K 0.03%
+1,000
1088
$47K 0.03%
+4,280
1089
$46K 0.03%
900
-1,000
1090
$46K 0.03%
700
+100
1091
$46K 0.03%
+8,038
1092
$46K 0.03%
800
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1093
$46K 0.03%
2,821
+1,405
1094
$46K 0.03%
1,311
-1,000
1095
$46K 0.03%
12,954
+7,174
1096
$46K 0.03%
2,772
+707
1097
$46K 0.03%
1,163
+298
1098
$46K 0.03%
+800
1099
$46K 0.03%
+4,150
1100
$46K 0.03%
700
+100