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
1451
$21K 0.01%
700
-500
1452
$21K 0.01%
396
-200
1453
$21K 0.01%
400
+300
1454
$21K 0.01%
+500
1455
$20K 0.01%
300
-200
1456
$20K 0.01%
7,984
-2,600
1457
$20K 0.01%
6,544
+3,544
1458
$20K 0.01%
2,106
+1,100
1459
$20K 0.01%
645
-397
1460
$20K 0.01%
1,142
-400
1461
$20K 0.01%
+731
1462
$20K 0.01%
300
-100
1463
$20K 0.01%
50
+27
1464
$20K 0.01%
+1,839
1465
$20K 0.01%
7,958
-1,735
1466
$20K 0.01%
607
1467
$19K 0.01%
300
-2,400
1468
$19K 0.01%
+300
1469
$19K 0.01%
1,672
+880
1470
$19K 0.01%
130
-140
1471
$19K 0.01%
1,093
-2,900
1472
$19K 0.01%
1,525
-4,400
1473
$19K 0.01%
+1,300
1474
$19K 0.01%
+2,102
1475
$18K 0.01%
1,746
-900