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
1126
$44K 0.03%
+1,843
1127
$44K 0.03%
1,604
-543
1128
$44K 0.03%
7,825
-996
1129
$44K 0.03%
3,975
+2,035
1130
$44K 0.03%
3,304
+1,600
1131
$44K 0.03%
3,200
+1,200
1132
$44K 0.03%
1,900
+200
1133
$44K 0.03%
2,710
+100
1134
$44K 0.03%
2,179
-10,535
1135
$44K 0.03%
+1,300
1136
$44K 0.03%
+8,687
1137
$44K 0.03%
3,169
+1,700
1138
$43K 0.03%
+900
1139
$43K 0.03%
3,811
-1,332
1140
$43K 0.03%
+1,355
1141
$43K 0.03%
4,062
+2,300
1142
$43K 0.03%
1,000
-1,000
1143
$43K 0.03%
2,400
-1,200
1144
$43K 0.03%
7,465
+2,247
1145
$43K 0.03%
1,329
-6,645
1146
$43K 0.03%
500
+100
1147
$43K 0.03%
101
-100
1148
$43K 0.03%
1,093
-700
1149
$43K 0.03%
+13,800
1150
$43K 0.03%
+1,644