AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 +$245K
3 +$232K
4
AKS
AK Steel Holding Corp
AKS
+$231K
5
SJM icon
J.M. Smucker
SJM
+$229K

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 11.18%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
-6,285
2227
-257
2228
-1,700
2229
-900
2230
-100
2231
-700
2232
-4,800
2233
-190
2234
-800
2235
-300
2236
-1,100
2237
-201
2238
-1,100
2239
-247
2240
-2,000
2241
-1,000
2242
-1,500
2243
-996
2244
-99
2245
-1,727
2246
-7,178
2247
-1,400
2248
-1,300
2249
-6,160
2250
-121