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
101
$189K 0.14%
11,079
-1,940
102
$188K 0.14%
8,900
+7,000
103
$187K 0.14%
3,400
+300
104
$187K 0.14%
10,083
-4,519
105
$186K 0.14%
9,856
+7,200
106
$186K 0.14%
16,984
-12,154
107
$186K 0.14%
34,852
+6,055
108
$185K 0.14%
3,065
-1,475
109
$185K 0.14%
10,508
+9,598
110
$184K 0.14%
2,331
+300
111
$184K 0.14%
20,705
+9,545
112
$184K 0.14%
49,111
+23,015
113
$184K 0.14%
8,681
+4,200
114
$184K 0.14%
9,164
-4,136
115
$183K 0.14%
20,300
+11,100
116
$183K 0.14%
14,616
-9,951
117
$182K 0.14%
4,200
+1,700
118
$181K 0.13%
14,700
+12,700
119
$181K 0.13%
14,353
+1,253
120
$180K 0.13%
6,200
+2,800
121
$180K 0.13%
3,598
-1,000
122
$180K 0.13%
10,929
+5,300
123
$180K 0.13%
+8,421
124
$179K 0.13%
17,299
+988
125
$179K 0.13%
13,220
-11,410