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
$135M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,503
New
Increased
Reduced
Closed

Top Buys

1
+$276K
2
+$232K
3
+$231K
4
SJM icon
J.M. Smucker
SJM
+$229K
5
FDP icon
Fresh Del Monte Produce
FDP
+$218K

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 10.98%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$179K 0.13%
10,167
-12,174
127
$178K 0.13%
7,700
+3,400
128
$178K 0.13%
11,175
+10,369
129
$178K 0.13%
7,264
+5,400
130
$177K 0.13%
+20,288
131
$176K 0.13%
2,700
+700
132
$176K 0.13%
4,647
+1,800
133
$175K 0.13%
2,704
+1,104
134
$175K 0.13%
12,196
+11,981
135
$174K 0.13%
8,326
-2,733
136
$173K 0.13%
1,700
-900
137
$172K 0.13%
22,831
+8,200
138
$171K 0.13%
26,214
-16,487
139
$171K 0.13%
19,400
+9,200
140
$170K 0.13%
6,013
+3,000
141
$169K 0.13%
10,124
-5,402
142
$169K 0.13%
2,568
+400
143
$168K 0.12%
3,800
-2,700
144
$168K 0.12%
8,252
+2,052
145
$168K 0.12%
7,220
-7,253
146
$168K 0.12%
20,481
+8,331
147
$167K 0.12%
2,704
-2,300
148
$167K 0.12%
1,100
-1,100
149
$167K 0.12%
2,700
-1,600
150
$167K 0.12%
+11,893
4 5
6
7 8