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
1351
$27K 0.02%
500
1352
$27K 0.02%
+79
1353
$27K 0.02%
9,009
-24,681
1354
$27K 0.02%
1,107
+969
1355
$27K 0.02%
200
1356
$27K 0.02%
700
-600
1357
$27K 0.02%
1,037
-1,200
1358
$27K 0.02%
600
-500
1359
$26K 0.02%
4,300
-4,000
1360
$26K 0.02%
500
+100
1361
$26K 0.02%
1,482
-1,800
1362
$26K 0.02%
1,594
-2,561
1363
$26K 0.02%
886
-1,133
1364
$26K 0.02%
5,344
+1,900
1365
$26K 0.02%
400
-400
1366
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1367
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800
1368
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400
-300
1369
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200
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$26K 0.02%
606
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1371
$26K 0.02%
2,606
+2,419
1372
$26K 0.02%
600
-300
1373
$25K 0.02%
+2,251
1374
$25K 0.02%
+746
1375
$25K 0.02%
2,238
-6,155