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
1451
$22K 0.02%
1,000
-700
1452
$22K 0.02%
2,401
-5,078
1453
$22K 0.02%
946
+546
1454
$22K 0.02%
800
-600
1455
$22K 0.02%
1,305
+1,100
1456
$22K 0.02%
379
+267
1457
$22K 0.02%
200
-500
1458
$22K 0.02%
+4,109
1459
$22K 0.02%
+500
1460
$22K 0.02%
13,900
+11,900
1461
$22K 0.02%
+8,837
1462
$22K 0.02%
+1,500
1463
$22K 0.02%
+1,906
1464
$21K 0.02%
+51
1465
$21K 0.02%
400
-200
1466
$21K 0.02%
+1,245
1467
$21K 0.02%
400
+200
1468
$21K 0.02%
300
-200
1469
$21K 0.02%
200
-200
1470
$21K 0.02%
+200
1471
$21K 0.02%
+665
1472
$21K 0.02%
2,100
+1,900
1473
$21K 0.02%
+2,762
1474
$20K 0.01%
785
-2,300
1475
$20K 0.01%
300
-800