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
1126
$43K 0.03%
3,200
+1,300
1127
$43K 0.03%
29,158
+26,058
1128
$42K 0.03%
500
1129
$42K 0.03%
1,172
+800
1130
$42K 0.03%
3,064
-497
1131
$42K 0.03%
866
+800
1132
$42K 0.03%
2,000
-400
1133
$42K 0.03%
583
1134
$42K 0.03%
6,600
+5,500
1135
$42K 0.03%
412
-919
1136
$42K 0.03%
1,030
-1,210
1137
$42K 0.03%
2,900
-2,200
1138
$42K 0.03%
+14,235
1139
$42K 0.03%
1,500
-1,700
1140
$42K 0.03%
4,002
-1,300
1141
$41K 0.03%
2,400
-6,400
1142
$41K 0.03%
1,300
-500
1143
$41K 0.03%
1,600
-1,400
1144
$41K 0.03%
+1,308
1145
$41K 0.03%
2,068
-3,028
1146
$41K 0.03%
500
-800
1147
$41K 0.03%
3,176
+2,041
1148
$41K 0.03%
1,256
+713
1149
$41K 0.03%
900
-200
1150
$41K 0.03%
5,838
-1,200