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
151
$167K 0.12%
1,100
-1,100
152
$167K 0.12%
2,700
-1,600
153
$166K 0.12%
43,009
+10,527
154
$165K 0.12%
25,120
+13,308
155
$165K 0.12%
+8,566
156
$164K 0.12%
8,835
-7,941
157
$163K 0.12%
12,294
+6,994
158
$163K 0.12%
12,684
+4,255
159
$163K 0.12%
4,396
+3,900
160
$162K 0.12%
5,300
+2,400
161
$162K 0.12%
17,066
+13,900
162
$161K 0.12%
6,200
+3,100
163
$159K 0.12%
3,900
+2,300
164
$159K 0.12%
948
-800
165
$159K 0.12%
5,843
+1,600
166
$158K 0.12%
1,900
-1,200
167
$158K 0.12%
2,000
+1,600
168
$158K 0.12%
1,664
+200
169
$158K 0.12%
25,083
+13,313
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
$157K 0.12%
8,800
+6,900
174
$156K 0.12%
9,600
+4,600
175
$156K 0.12%
11,680
+9,600