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
676
$78K 0.06%
2,791
+200
677
$78K 0.06%
+8,686
678
$78K 0.06%
+3,924
679
$78K 0.06%
2,700
-50
680
$78K 0.06%
3,500
+1,100
681
$78K 0.06%
1,400
-3,200
682
$78K 0.06%
5,559
+732
683
$78K 0.06%
4,847
+655
684
$78K 0.06%
1,500
+1,400
685
$78K 0.06%
9,956
+4,956
686
$78K 0.06%
12,507
+961
687
$78K 0.06%
2,963
688
$77K 0.06%
3,500
+1,100
689
$77K 0.06%
+12,578
690
$77K 0.06%
+1,300
691
$77K 0.06%
3,741
-3,015
692
$77K 0.06%
5,503
+1,778
693
$77K 0.06%
+3,267
694
$77K 0.06%
15,800
+8,200
695
$77K 0.06%
2,000
696
$77K 0.06%
1,126
-400
697
$77K 0.06%
3,037
+500
698
$77K 0.06%
2,527
-2,673
699
$77K 0.06%
+2,304
700
$76K 0.06%
1,300
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