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
801
$68K 0.05%
48,517
+37,517
802
$67K 0.05%
11,940
+400
803
$67K 0.05%
5,523
+2,266
804
$67K 0.05%
488
-100
805
$67K 0.05%
1,660
-100
806
$67K 0.05%
600
+400
807
$67K 0.05%
+2,360
808
$67K 0.05%
6,985
+5,935
809
$67K 0.05%
6,624
-667
810
$67K 0.05%
14,853
+4,657
811
$66K 0.05%
+1,898
812
$66K 0.05%
2,042
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813
$66K 0.05%
+7,889
814
$66K 0.05%
3,300
-800
815
$66K 0.05%
+2,428
816
$66K 0.05%
11,200
+7,800
817
$66K 0.05%
900
-900
818
$66K 0.05%
+4,780
819
$66K 0.05%
28,299
+4,800
820
$66K 0.05%
3,875
-200
821
$66K 0.05%
7,300
-5
822
$66K 0.05%
3,000
-1,300
823
$66K 0.05%
912
-570
824
$66K 0.05%
5,185
+1,885
825
$65K 0.05%
+3,600
31 32
33
34 35