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
1601
$12K 0.01%
+234
1602
$12K 0.01%
200
-300
1603
$12K 0.01%
+184
1604
$12K 0.01%
629
+56
1605
$12K 0.01%
+3,979
1606
$12K 0.01%
+700
1607
$12K 0.01%
424
-700
1608
$12K 0.01%
+500
1609
$12K 0.01%
+500
1610
$12K 0.01%
+358
1611
– –
0
1612
$12K 0.01%
500
+100
1613
$12K 0.01%
+1,000
1614
$11K 0.01%
400
-1,600
1615
$11K 0.01%
100
1616
$11K 0.01%
+1,554
1617
$11K 0.01%
1,009
-3,900
1618
$11K 0.01%
600
+200
1619
$11K 0.01%
365
-1,783
1620
$11K 0.01%
+214
1621
$11K 0.01%
247
-100
1622
$11K 0.01%
+795
1623
$11K 0.01%
+2,290
1624
$11K 0.01%
+301
1625
$11K 0.01%
+1,500
63 64
65
66 67