We are live on ! Find out more
AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
+1.76%
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
Cap. Flow
+$135M
Cap. Flow %
93.84%
Top 10 Hldgs %
8.25%
Holding
1,984
New
1,981
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 12.73%
2 Industrials 12.71%
3 Financials 12.24%
4 Technology 11.29%
5 Consumer Discretionary 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$7.73M 5.36%
+37,614
New +$7.34M
CAM
2
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$1.44M 1%
+21,500
New +$1.38M
WKC icon
3
World Kinect Corp
WKC
$2.06B
$355K 0.25%
+7,300
New +$313K
ROCK icon
4
Gibraltar Industries
ROCK
$1.28B
$351K 0.24%
+12,274
New +$286K
DCH
5
Dauch Corp
DCH
$1.31B
$349K 0.24%
+22,694
New +$327K
GTS
6
DELISTED
Triple-S Management Corporation
GTS
$342K 0.24%
+14,473
New +$324K
PGEM
7
DELISTED
Ply Gem Holdings, Inc.
PGEM
$338K 0.23%
+24,066
New +$258K
CALM icon
8
Cal-Maine
CALM
$4.43B
$337K 0.23%
+6,500
New +$324K
AMGN icon
9
Amgen
AMGN
$209B
$330K 0.23%
+2,200
New +$327K
WEB
10
DELISTED
Web.com Group, Inc.
WEB
$329K 0.23%
+16,623
New +$304K
CRL icon
11
Charles River Laboratories
CRL
$11.3B
$327K 0.23%
+4,300
New +$318K
TEN
12
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$327K 0.23%
+6,347
New +$278K
HMSY
13
DELISTED
HMS Holdings Corp.
HMSY
$321K 0.22%
+22,341
New +$277K
SCMP
14
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
$318K 0.22%
+29,138
New +$368K
CCL icon
15
Carnival Corporation Ltd
CCL
$38.1B
$317K 0.22%
+6,000
New +$290K
XXIA
16
DELISTED
Ixia
XXIA
$316K 0.22%
+25,350
New +$269K
BIIB icon
17
Biogen
BIIB
$30.9B
$312K 0.22%
+1,200
New +$317K
BWP
18
DELISTED
Boardwalk Pipeline Partners
BWP
$311K 0.22%
+21,076
New +$257K
ACCO icon
19
Acco Brands
ACCO
$399M
$310K 0.21%
+34,502
New +$241K
MDRX
20
DELISTED
Veradigm Inc. Common Stock
MDRX
$310K 0.21%
+23,500
New +$309K
SPR
21
DELISTED
Spirit AeroSystems
SPR
$308K 0.21%
+6,789
New +$309K
PIPR icon
22
Piper Sandler
PIPR
$4.99B
$307K 0.21%
+24,792
New +$251K
WNC icon
23
Wabash National
WNC
$504M
$306K 0.21%
+23,219
New +$271K
ANGO icon
24
AngioDynamics
ANGO
$605M
$305K 0.21%
+24,794
New +$274K
UGI icon
25
UGI
UGI
$7.87B
$303K 0.21%
+7,514
New +$273K

Similar funds

Acrospire Investment Management's Q1 2016 Portfolio in Review

Q1 2016 is the first quarter with a 13F filing on record for Acrospire Investment Management, which disclosed 1,984 positions worth $144M. Its ten largest holdings account for 8.2% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 37,614 shares worth $7.73M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, followed by Industrials and Financials.

  • Acrospire Investment Management's largest Q1 2016 buy was State Street SPDR S&P 500 ETF Trust: 37,614 shares worth $7.73M.
  • Acrospire Investment Management's ten largest holdings make up 8.2% of its $144M portfolio in Q1 2016.
  • Acrospire Investment Management disclosed 1,984 positions in Q1 2016, its first 13F filing on record.

Based on Acrospire Investment Management's 13F filing for Q1 2016, filed 10 May 2016.