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
1201
$37K 0.02%
1,444
+788
1202
$37K 0.02%
+1,900
1203
$37K 0.02%
723
+600
1204
$37K 0.02%
+2,036
1205
$37K 0.02%
+2,114
1206
$37K 0.02%
3,200
-3,100
1207
$36K 0.02%
1,955
+1,055
1208
$36K 0.02%
+461
1209
$36K 0.02%
+300
1210
$36K 0.02%
1,028
-1,400
1211
$36K 0.02%
2,072
-700
1212
$36K 0.02%
1,763
+600
1213
$36K 0.02%
1,400
+1,200
1214
$36K 0.02%
460
+300
1215
$36K 0.02%
700
-800
1216
$36K 0.02%
500
+400
1217
$36K 0.02%
3,006
-6,591
1218
$35K 0.02%
500
+100
1219
$35K 0.02%
733
-900
1220
$35K 0.02%
+1,037
1221
$35K 0.02%
2,200
+400
1222
$35K 0.02%
12,703
+6,620
1223
$35K 0.02%
900
+750
1224
$35K 0.02%
1,552
+77
1225
$35K 0.02%
4,255
+2,700