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
151
$167K 0.12%
12,181
-1,700
152
$166K 0.12%
43,009
+10,527
153
$165K 0.12%
6,280
+3,327
154
$165K 0.12%
+8,566
155
$164K 0.12%
8,835
-7,941
156
$163K 0.12%
12,294
+6,994
157
$163K 0.12%
12,684
+4,255
158
$163K 0.12%
4,396
+3,900
159
$162K 0.12%
5,300
+2,400
160
$162K 0.12%
17,066
+13,900
161
$161K 0.12%
6,200
+3,100
162
$159K 0.12%
3,900
+2,300
163
$159K 0.12%
948
-800
164
$159K 0.12%
5,843
+1,600
165
$158K 0.12%
1,900
-1,200
166
$158K 0.12%
2,000
+1,600
167
$158K 0.12%
1,664
+200
168
$158K 0.12%
25,083
+13,313
169
$157K 0.12%
8,800
+6,900
170
$157K 0.12%
6,700
-2,700
171
$157K 0.12%
10,969
-6,094
172
$157K 0.12%
4,534
-4,148
173
$156K 0.12%
9,600
+4,600
174
$156K 0.12%
11,680
+9,600
175
$156K 0.12%
2,500
-1,400
5 6
7
8 9