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
1551
$16K 0.01%
2,662
-815
1552
$16K 0.01%
+1,365
1553
$16K 0.01%
+1,403
1554
$16K 0.01%
607
-1,700
1555
$16K 0.01%
884
-1,700
1556
$16K 0.01%
407
1557
$16K 0.01%
+1,500
1558
$16K 0.01%
470
-1,231
1559
$16K 0.01%
400
-1,200
1560
$16K 0.01%
+1,244
1561
$16K 0.01%
1,477
-6,000
1562
$16K 0.01%
+341
1563
$16K 0.01%
+1,456
1564
$16K 0.01%
507
-2,900
1565
$16K 0.01%
+1,300
1566
$16K 0.01%
+200
1567
$15K 0.01%
100
-200
1568
$15K 0.01%
+6,679
1569
$15K 0.01%
+500
1570
$15K 0.01%
1,021
-2,082
1571
$15K 0.01%
4,163
-2,400
1572
$15K 0.01%
+200
1573
$15K 0.01%
+300
1574
$15K 0.01%
570
-2,631
1575
$15K 0.01%
+656