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
$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 12.03%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$8K 0.01%
176
-1,000
1702
$8K 0.01%
400
-4,200
1703
$8K 0.01%
100
-400
1704
$8K 0.01%
100
-200
1705
$8K 0.01%
+180
1706
$8K 0.01%
+500
1707
$8K 0.01%
+353
1708
$8K 0.01%
+320
1709
$8K 0.01%
3,900
+3,609
1710
$8K 0.01%
443
-3,978
1711
$8K 0.01%
1,200
+400
1712
$7K ﹤0.01%
+100
1713
$7K ﹤0.01%
400
+100
1714
$7K ﹤0.01%
+200
1715
$7K ﹤0.01%
+170
1716
$7K ﹤0.01%
602
-8,400
1717
$7K ﹤0.01%
500
-300
1718
$7K ﹤0.01%
791
-13,452
1719
– –
0
1720
$7K ﹤0.01%
200
+100
1721
$7K ﹤0.01%
675
-1,350
1722
$7K ﹤0.01%
+7,100
1723
$7K ﹤0.01%
+553
1724
$7K ﹤0.01%
780
+80
1725
$7K ﹤0.01%
383
-2,800
67 68
69
70 71