AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
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 13.79%
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
2251
-3,900
2252
-300
2253
-4,000
2254
-5,097
2255
-10,757
2256
-1,355
2257
-2,692
2258
-1,200
2259
-1,300
2260
-1,021
2261
-406
2262
-700
2263
0
2264
-200
2265
-662
2266
-300
2267
-3,679
2268
-800
2269
-176
2270
-2
2271
-201
2272
-700
2273
-2,261
2274
-3,736
2275
-2,300