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
1751
$8K 0.01%
+1,600
1752
$8K 0.01%
+505
1753
$8K 0.01%
600
-2,100
1754
$8K 0.01%
+200
1755
$8K 0.01%
+218
1756
$8K 0.01%
700
-1,300
1757
$8K 0.01%
414
-1,140
1758
$8K 0.01%
295
-1,172
1759
$7K 0.01%
400
+64
1760
$7K 0.01%
+200
1761
$7K 0.01%
300
-6,500
1762
$7K 0.01%
240
-2,100
1763
$7K 0.01%
280
-1,683
1764
$7K 0.01%
+75
1765
$7K 0.01%
100
-800
1766
$7K 0.01%
+214
1767
$7K 0.01%
200
-2,200
1768
$7K 0.01%
+200
1769
$7K 0.01%
+100
1770
0
1771
$7K 0.01%
+300
1772
$7K 0.01%
+100
1773
$7K 0.01%
+1,100
1774
$7K 0.01%
+23
1775
$7K 0.01%
+4,140