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
1626
$14K 0.01%
235
+213
1627
$14K 0.01%
480
-1,200
1628
$14K 0.01%
+601
1629
$13K 0.01%
3,200
+1,600
1630
$13K 0.01%
247
+210
1631
$13K 0.01%
+100
1632
$13K 0.01%
500
-1,000
1633
$13K 0.01%
+2,500
1634
$13K 0.01%
+260
1635
$13K 0.01%
+704
1636
$13K 0.01%
+8,275
1637
$13K 0.01%
900
-200
1638
$13K 0.01%
40
+17
1639
$13K 0.01%
600
-3,000
1640
$13K 0.01%
+1,825
1641
$13K 0.01%
911
-1,800
1642
$13K 0.01%
955
-2,590
1643
$13K 0.01%
+662
1644
$13K 0.01%
291
-1,045
1645
$13K 0.01%
+1,060
1646
$13K 0.01%
+868
1647
$13K 0.01%
500
+100
1648
$13K 0.01%
200
-500
1649
$13K 0.01%
500
-1,300
1650
$13K 0.01%
+600