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
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
2176
-379
2177
-3,000
2178
-20,705
2179
-100
2180
-1,843
2181
-400
2182
-760
2183
-1,200
2184
-7,700
2185
$0 ﹤0.01%
4
-1,600
2186
-5,500
2187
-900
2188
-100
2189
-4,780
2190
-2,300
2191
-154
2192
-220
2193
-1,687
2194
-1,024
2195
-2,475
2196
-1,200
2197
-1,100
2198
-1,012
2199
0
2200
-3,061