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
1301
$30K 0.02%
+1,291
1302
$30K 0.02%
2,200
-1,200
1303
$30K 0.02%
609
-700
1304
$30K 0.02%
693
-400
1305
$30K 0.02%
2,380
-65
1306
$30K 0.02%
2,291
-3,400
1307
$30K 0.02%
2,025
-800
1308
$30K 0.02%
+2,304
1309
$30K 0.02%
+800
1310
$30K 0.02%
+600
1311
$30K 0.02%
+400
1312
$29K 0.02%
1,844
-1,106
1313
$29K 0.02%
+1,578
1314
$29K 0.02%
1,638
-5,374
1315
$29K 0.02%
800
-400
1316
$29K 0.02%
933
-1,600
1317
$29K 0.02%
+9,503
1318
$29K 0.02%
1,762
-3,085
1319
$29K 0.02%
1,526
-9,200
1320
$29K 0.02%
668
-1,100
1321
$29K 0.02%
+9,290
1322
$29K 0.02%
1,057
-300
1323
$29K 0.02%
+500
1324
$29K 0.02%
1,881
-4,900
1325
$28K 0.02%
1,000
+400