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
$150M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1 +$473K
2 +$466K
3 +$428K
4
EBF icon
Ennis
EBF
+$419K
5
CVGW icon
Calavo Growers
CVGW
+$386K

Top Sells

1 +$319K
2 +$276K
3 +$274K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.71%
3 Financials 12.07%
4 Technology 11.81%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
-5,500
2127
-900
2128
-100
2129
-4,780
2130
-900
2131
-600
2132
-1,305
2133
-2,300
2134
-154
2135
-100
2136
-220
2137
-1,687
2138
-1,024
2139
-2,475
2140
-1,200
2141
-1,100
2142
0
2143
-500
2144
-1,700
2145
-15
2146
-1,012
2147
0
2148
-3,061
2149
-4,671
2150
-11,626