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
1726
$9K 0.01%
100
1727
$9K 0.01%
+593
1728
$9K 0.01%
+500
1729
$9K 0.01%
+1,182
1730
$9K 0.01%
100
1731
$9K 0.01%
+4,064
1732
$9K 0.01%
201
+200
1733
$9K 0.01%
500
+400
1734
$9K 0.01%
+306
1735
$9K 0.01%
100
-300
1736
$9K 0.01%
+792
1737
$9K 0.01%
+301
1738
$9K 0.01%
+581
1739
$9K 0.01%
2,200
+600
1740
$9K 0.01%
+2,000
1741
$9K 0.01%
200
-300
1742
$9K 0.01%
+266
1743
$9K 0.01%
2,800
1744
$8K 0.01%
422
-900
1745
$8K 0.01%
136
-600
1746
$8K 0.01%
+200
1747
$8K 0.01%
+573
1748
$8K 0.01%
100
-103
1749
$8K 0.01%
300
-900
1750
$8K 0.01%
5,900
+4,835