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
$135M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,503
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$245K
3 +$232K
4
AKS
AK Steel Holding Corp
AKS
+$231K
5
SJM icon
J.M. Smucker
SJM
+$229K

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 11.18%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$34K 0.03%
+4,184
1277
$34K 0.03%
200
1278
$34K 0.03%
+1,475
1279
$34K 0.03%
1,042
-1,324
1280
$34K 0.03%
+2,283
1281
$34K 0.03%
+2,445
1282
$34K 0.03%
+1,802
1283
$34K 0.03%
+1,738
1284
$34K 0.03%
699
-1,200
1285
$34K 0.03%
+4,138
1286
$33K 0.02%
1,800
-800
1287
$33K 0.02%
+4,358
1288
$33K 0.02%
1,300
-100
1289
$33K 0.02%
850
+540
1290
$33K 0.02%
+1,800
1291
$33K 0.02%
1,081
+781
1292
$33K 0.02%
+1,063
1293
$33K 0.02%
1,300
+900
1294
$33K 0.02%
+566
1295
$33K 0.02%
+2,828
1296
$33K 0.02%
+3,429
1297
$33K 0.02%
793
+500
1298
$33K 0.02%
596
1299
$33K 0.02%
3,400
-1,189
1300
$33K 0.02%
+4,336