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
126
$179K 0.13%
13,220
-11,410
127
$179K 0.13%
10,167
-12,174
128
$178K 0.13%
11,175
+10,369
129
$178K 0.13%
7,264
+5,400
130
$178K 0.13%
7,700
+3,400
131
$177K 0.13%
+20,288
132
$176K 0.13%
2,700
+700
133
$176K 0.13%
4,647
+1,800
134
$175K 0.13%
2,704
+1,104
135
$175K 0.13%
12,196
+11,981
136
$174K 0.13%
8,326
-2,733
137
$173K 0.13%
1,700
-900
138
$172K 0.13%
22,831
+8,200
139
$171K 0.13%
26,214
-16,487
140
$171K 0.13%
19,400
+9,200
141
$170K 0.13%
6,013
+3,000
142
$169K 0.13%
10,124
-5,402
143
$169K 0.13%
2,568
+400
144
$168K 0.12%
3,800
-2,700
145
$168K 0.12%
8,252
+2,052
146
$168K 0.12%
7,220
-7,253
147
$168K 0.12%
20,481
+8,331
148
$167K 0.12%
+11,893
149
$167K 0.12%
12,181
-1,700
150
$167K 0.12%
2,704
-2,300