AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 12.03%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$35K 0.02%
4,255
+2,700
1227
$35K 0.02%
500
1228
$35K 0.02%
+1,276
1229
$35K 0.02%
971
-1,800
1230
$35K 0.02%
4,942
-100
1231
$35K 0.02%
470
-200
1232
$35K 0.02%
5,569
-12,167
1233
$35K 0.02%
525
+500
1234
$35K 0.02%
4,357
+818
1235
$35K 0.02%
284
+100
1236
$35K 0.02%
+798
1237
$34K 0.02%
224
+197
1238
$34K 0.02%
+715
1239
$34K 0.02%
3,767
+109
1240
$34K 0.02%
735
+200
1241
$34K 0.02%
5,300
+1,900
1242
$34K 0.02%
2,700
-1,000
1243
$34K 0.02%
804
+704
1244
$34K 0.02%
1,137
-2,200
1245
$34K 0.02%
+2,304
1246
$34K 0.02%
+2,633
1247
$34K 0.02%
6,856
-3,400
1248
$34K 0.02%
300
+200
1249
$34K 0.02%
13,086
-20,615
1250
$33K 0.02%
+1,796