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
1901
$2K ﹤0.01%
+200
1902
$2K ﹤0.01%
3,392
-1,808
1903
$2K ﹤0.01%
27
-113
1904
$2K ﹤0.01%
+200
1905
$2K ﹤0.01%
+100
1906
$2K ﹤0.01%
+65
1907
$2K ﹤0.01%
+125
1908
$2K ﹤0.01%
+25
1909
$2K ﹤0.01%
104
-1,830
1910
$2K ﹤0.01%
75
-3,200
1911
$2K ﹤0.01%
+100
1912
$2K ﹤0.01%
+40
1913
$2K ﹤0.01%
+473
1914
$2K ﹤0.01%
50
-100
1915
$2K ﹤0.01%
+139
1916
$2K ﹤0.01%
+10
1917
$1K ﹤0.01%
+100
1918
$1K ﹤0.01%
+100
1919
$1K ﹤0.01%
+14
1920
$1K ﹤0.01%
+10
1921
$1K ﹤0.01%
25
-1,700
1922
$1K ﹤0.01%
+30
1923
$1K ﹤0.01%
+100
1924
$1K ﹤0.01%
+10
1925
$1K ﹤0.01%
72
-900