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
851
$63K 0.05%
3,600
-3,100
852
$63K 0.05%
+2,900
853
$63K 0.05%
2,533
+700
854
$63K 0.05%
800
+500
855
$63K 0.05%
+1,100
856
$63K 0.05%
4,190
-5,800
857
$63K 0.05%
475
+225
858
$63K 0.05%
6,309
+1,135
859
$63K 0.05%
24,609
+10,273
860
$63K 0.05%
2,100
-100
861
$62K 0.05%
2,300
+900
862
$62K 0.05%
800
-500
863
$62K 0.05%
5,080
-1,061
864
$62K 0.05%
4,500
+4,300
865
$62K 0.05%
4,046
+3,207
866
$62K 0.05%
2,523
+1,211
867
$62K 0.05%
16,400
+10,310
868
$62K 0.05%
1,921
-460
869
$62K 0.05%
2,500
+1,000
870
$62K 0.05%
+700
871
$62K 0.05%
5,212
-116
872
$62K 0.05%
+6,800
873
$62K 0.05%
4,521
-2,936
874
$62K 0.05%
3,917
+100
875
$62K 0.05%
9,549
-13,975
33 34
35
36 37