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
1801
$4K ﹤0.01%
1,500
+500
1802
$4K ﹤0.01%
500
-1,400
1803
$4K ﹤0.01%
+198
1804
$4K ﹤0.01%
+100
1805
$4K ﹤0.01%
+371
1806
$4K ﹤0.01%
+300
1807
$4K ﹤0.01%
+900
1808
$4K ﹤0.01%
+4
1809
$4K ﹤0.01%
+2,305
1810
$4K ﹤0.01%
+300
1811
$4K ﹤0.01%
70
+40
1812
$4K ﹤0.01%
2,029
-3,300
1813
$4K ﹤0.01%
3,200
-2,747
1814
$4K ﹤0.01%
535
-6,365
1815
$4K ﹤0.01%
+105
1816
$4K ﹤0.01%
2,100
-2,600
1817
$4K ﹤0.01%
91,641
+52,962
1818
$4K ﹤0.01%
100
-200
1819
$3K ﹤0.01%
+100
1820
$3K ﹤0.01%
55
-640
1821
$3K ﹤0.01%
40
+15
1822
$3K ﹤0.01%
105
-95
1823
$3K ﹤0.01%
300
-3,307
1824
0
1825
$3K ﹤0.01%
+10