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
1851
$4K ﹤0.01%
189
1852
$4K ﹤0.01%
100
-2,800
1853
$4K ﹤0.01%
+81
1854
$4K ﹤0.01%
+300
1855
$4K ﹤0.01%
+167
1856
$4K ﹤0.01%
1,195
-1,000
1857
$4K ﹤0.01%
237
-1,300
1858
$3K ﹤0.01%
+300
1859
$3K ﹤0.01%
66
-2,200
1860
$3K ﹤0.01%
100
-600
1861
0
1862
$3K ﹤0.01%
+2,300
1863
$3K ﹤0.01%
+100
1864
$3K ﹤0.01%
+138
1865
$3K ﹤0.01%
37
-900
1866
$3K ﹤0.01%
52
-100
1867
$3K ﹤0.01%
+2
1868
$3K ﹤0.01%
100
-2,700
1869
$3K ﹤0.01%
+100
1870
$3K ﹤0.01%
200
-200
1871
$3K ﹤0.01%
100
-2,500
1872
$3K ﹤0.01%
1,000
-19,200
1873
$3K ﹤0.01%
138
-105
1874
$3K ﹤0.01%
+1,583
1875
$3K ﹤0.01%
+100