AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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 +$457K
2 +$435K
3 +$428K
4
GK
G&K Services Inc
GK
+$396K
5
CVGW icon
Calavo Growers
CVGW
+$383K

Top Sells

1 +$319K
2 +$292K
3 +$276K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.94%
3 Financials 12.07%
4 Technology 11.96%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
-100
2127
-4,780
2128
-900
2129
-600
2130
-1,305
2131
-2,300
2132
-154
2133
-220
2134
-1,687
2135
-1,024
2136
-2,475
2137
-1,200
2138
-1,100
2139
0
2140
-500
2141
-1,700
2142
-15
2143
-1,012
2144
0
2145
-3,061
2146
-4,671
2147
-11,626
2148
-1,875
2149
-748
2150
-916