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
1151
$43K 0.03%
+2,100
1152
$43K 0.03%
700
-200
1153
$43K 0.03%
4,375
+3,000
1154
$42K 0.03%
701
-400
1155
$42K 0.03%
+2,800
1156
$42K 0.03%
+4,922
1157
$42K 0.03%
1,300
-200
1158
$42K 0.03%
1,592
+1,157
1159
$42K 0.03%
3,700
-3,800
1160
$42K 0.03%
270
+100
1161
$42K 0.03%
3,500
+2,500
1162
$42K 0.03%
400
-100
1163
$42K 0.03%
1,100
-1,500
1164
$42K 0.03%
1,443
-1,800
1165
$42K 0.03%
300
1166
$42K 0.03%
+838
1167
$42K 0.03%
2,700
+900
1168
$42K 0.03%
3,410
-3,611
1169
$42K 0.03%
33,701
+27,790
1170
$42K 0.03%
1,914
-1,932
1171
$41K 0.03%
1,185
+100
1172
$41K 0.03%
500
-100
1173
$41K 0.03%
3,100
+1,500
1174
$41K 0.03%
300
+100
1175
$41K 0.03%
800
-200