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
$121M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,767
New
Increased
Reduced
Closed

Top Buys

1 +$748K
2 +$178K
3 +$166K
4
GTN icon
Gray Television
GTN
+$149K
5
ANGO icon
AngioDynamics
ANGO
+$149K

Top Sells

1 +$902K
2 +$611K
3 +$595K
4
KEM
KEMET Corporation
KEM
+$527K
5
TSE icon
Trinseo
TSE
+$520K

Sector Composition

1 Industrials 15.06%
2 Financials 14.7%
3 Technology 12.16%
4 Healthcare 10.89%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5K ﹤0.01%
+268
2002
$5K ﹤0.01%
+200
2003
$5K ﹤0.01%
194
-800
2004
$5K ﹤0.01%
+178
2005
$5K ﹤0.01%
200
-800
2006
$5K ﹤0.01%
+110
2007
$5K ﹤0.01%
+100
2008
$5K ﹤0.01%
500
-500
2009
$5K ﹤0.01%
663
-15,186
2010
$5K ﹤0.01%
121
2011
$5K ﹤0.01%
+17
2012
$5K ﹤0.01%
600
-450
2013
$5K ﹤0.01%
+150
2014
$5K ﹤0.01%
+313
2015
$5K ﹤0.01%
46
-780
2016
$5K ﹤0.01%
400
+200
2017
$5K ﹤0.01%
+1,913
2018
$5K ﹤0.01%
528
-2,291
2019
$5K ﹤0.01%
199
-9,448
2020
$5K ﹤0.01%
+100
2021
$5K ﹤0.01%
1,761
-13,673
2022
$5K ﹤0.01%
325
2023
$5K ﹤0.01%
+109
2024
$5K ﹤0.01%
+260
2025
$5K ﹤0.01%
3,432
-8,468