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
976
$54K 0.04%
+2,100
977
$54K 0.04%
700
+300
978
$54K 0.04%
1,100
-600
979
$54K 0.04%
1,800
-300
980
$54K 0.04%
4,545
+900
981
$54K 0.04%
1,500
+700
982
$54K 0.04%
+9,863
983
$54K 0.04%
15,513
+3,400
984
$54K 0.04%
1,300
+200
985
$54K 0.04%
900
+200
986
$54K 0.04%
4,174
-700
987
$53K 0.04%
+1,800
988
$53K 0.04%
9,461
+393
989
$53K 0.04%
+4,155
990
$53K 0.04%
11,385
+7,200
991
$53K 0.04%
1,880
+1,500
992
$53K 0.04%
1,200
-100
993
$53K 0.04%
2,206
-10,114
994
$53K 0.04%
5,965
-4,756
995
$53K 0.04%
+1,300
996
$53K 0.04%
1,600
+100
997
$53K 0.04%
+2,479
998
$53K 0.04%
+200
999
$53K 0.04%
1,400
+500
1000
$53K 0.04%
1,300
-2,900
38 39
40
41 42