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
1776
$5K ﹤0.01%
+100
1777
$5K ﹤0.01%
+52
1778
$5K ﹤0.01%
411
-3,400
1779
$5K ﹤0.01%
+21
1780
$5K ﹤0.01%
1,250
-3,500
1781
$5K ﹤0.01%
+124
1782
$5K ﹤0.01%
100
-900
1783
$5K ﹤0.01%
+1,020
1784
$5K ﹤0.01%
3,700
+1,400
1785
$5K ﹤0.01%
+100
1786
$5K ﹤0.01%
200
-401
1787
$5K ﹤0.01%
194
-429
1788
$5K ﹤0.01%
600
1789
$5K ﹤0.01%
402
-1,114
1790
$5K ﹤0.01%
100
-1,100
1791
$4K ﹤0.01%
81
-600
1792
$4K ﹤0.01%
300
+200
1793
$4K ﹤0.01%
100
-400
1794
$4K ﹤0.01%
+355
1795
$4K ﹤0.01%
+28
1796
$4K ﹤0.01%
55
-300
1797
$4K ﹤0.01%
+200
1798
$4K ﹤0.01%
500
-5,000
1799
$4K ﹤0.01%
1,768
-7,113
1800
$4K ﹤0.01%
303
-2,000