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
201
$146K 0.11%
1,900
+500
202
$146K 0.11%
10,007
+9,267
203
$145K 0.11%
3,214
-4,300
204
$145K 0.11%
6,424
+633
205
$145K 0.11%
1,760
-1,486
206
$144K 0.11%
5,125
+800
207
$144K 0.11%
4,651
+1,131
208
$144K 0.11%
7,258
-1,881
209
$144K 0.11%
1,286
+465
210
$143K 0.11%
2,400
+500
211
$143K 0.11%
9,200
+4,200
212
$143K 0.11%
14,299
+3,600
213
$143K 0.11%
12,900
+9,600
214
$142K 0.11%
+2,202
215
$142K 0.11%
4,900
+2,600
216
$141K 0.1%
9,825
+6,474
217
$141K 0.1%
3,289
-3,500
218
$140K 0.1%
7,831
+5,200
219
$140K 0.1%
7,980
-8,480
220
$140K 0.1%
5,699
+3,299
221
$140K 0.1%
751
+595
222
$139K 0.1%
15,602
+5,723
223
$138K 0.1%
7,200
+1,600
224
$138K 0.1%
5,300
+700
225
$138K 0.1%
2,674
+1,600
7 8
9
10 11