AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.34%
This Quarter Est. Return
1 Year Est. Return
+23.34%
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 +$232K
3 +$231K
4
SJM icon
J.M. Smucker
SJM
+$229K
5
FDP icon
Fresh Del Monte Produce
FDP
+$218K

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 10.98%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$155K 0.12%
3,500
-2,500
177
$154K 0.11%
6,378
-2,100
178
$154K 0.11%
10,056
+4,243
179
$154K 0.11%
+14,097
180
$154K 0.11%
4,700
+1,600
181
$154K 0.11%
1,331
-1,113
182
$153K 0.11%
6,433
+4,895
183
$152K 0.11%
6,500
+3,900
184
$152K 0.11%
8,177
+3,208
185
$152K 0.11%
34,401
+30,500
186
$151K 0.11%
4,944
+1,900
187
$151K 0.11%
753
+363
188
$150K 0.11%
6,210
+1,618
189
$150K 0.11%
15,235
-10,115
190
$149K 0.11%
11,581
+6,821
191
$149K 0.11%
7,065
-13,512
192
$148K 0.11%
3,879
-875
193
$148K 0.11%
19,039
+17,497
194
$148K 0.11%
+9,848
195
$148K 0.11%
9,923
+6,521
196
$148K 0.11%
4,478
-3,801
197
$147K 0.11%
8,000
-1,200
198
$147K 0.11%
10,757
-9,419
199
$147K 0.11%
2,739
-246
200
$146K 0.11%
2,621
-200