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
826
$65K 0.05%
700
+400
827
$65K 0.05%
2,900
-6,500
828
$65K 0.05%
1,200
+500
829
$65K 0.05%
2,600
+1,200
830
$65K 0.05%
1,300
-200
831
$65K 0.05%
5,532
-955
832
$65K 0.05%
9,160
+7,036
833
$65K 0.05%
2,900
-2,200
834
$65K 0.05%
2,600
+1,200
835
$64K 0.05%
3,123
+900
836
$64K 0.05%
2,148
+1,791
837
$64K 0.05%
4,088
+1,622
838
$64K 0.05%
3,749
+669
839
$64K 0.05%
2,199
+1,500
840
$64K 0.05%
3,864
+800
841
$64K 0.05%
2,706
-1,200
842
$64K 0.05%
10,259
+3,447
843
$64K 0.05%
1,100
-200
844
$64K 0.05%
5,616
+233
845
$64K 0.05%
1,800
+1,700
846
$64K 0.05%
12,594
+4,462
847
$64K 0.05%
21,732
+14,295
848
$64K 0.05%
5,722
-200
849
$63K 0.05%
1,200
-600
850
$63K 0.05%
+3,900
32 33
34
35 36