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
1376
$25K 0.02%
+495
1377
$25K 0.02%
+1,220
1378
$25K 0.02%
800
-400
1379
$25K 0.02%
602
+600
1380
$25K 0.02%
300
-200
1381
$25K 0.02%
1,541
+563
1382
$25K 0.02%
+917
1383
$25K 0.02%
4,641
-4,300
1384
$25K 0.02%
894
-904
1385
$25K 0.02%
+13
1386
$25K 0.02%
+3,155
1387
$25K 0.02%
+400
1388
$24K 0.02%
500
-300
1389
$24K 0.02%
354
-1,000
1390
$24K 0.02%
660
+190
1391
$24K 0.02%
1,700
+1,500
1392
$24K 0.02%
+1,545
1393
$24K 0.02%
+11,214
1394
$24K 0.02%
1,600
-1,500
1395
$24K 0.02%
+680
1396
$24K 0.02%
6,561
-6,393
1397
$24K 0.02%
567
-596
1398
$24K 0.02%
642
-400
1399
$24K 0.02%
500
-5,700
1400
$24K 0.02%
+1,006