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
1101
$46K 0.03%
700
+100
1102
$46K 0.03%
+1,979
1103
$46K 0.03%
1,200
+700
1104
$46K 0.03%
1,700
+1,000
1105
$46K 0.03%
5,866
-444
1106
$45K 0.03%
+10,747
1107
$45K 0.03%
500
-400
1108
$45K 0.03%
1,892
-900
1109
$45K 0.03%
2,465
-2,290
1110
$45K 0.03%
2,200
-800
1111
$45K 0.03%
5,621
-28,025
1112
$45K 0.03%
+2,400
1113
$45K 0.03%
1,200
+600
1114
$45K 0.03%
+1,875
1115
$45K 0.03%
+2,495
1116
$45K 0.03%
+4,106
1117
$45K 0.03%
2,700
+2,300
1118
$45K 0.03%
422
+85
1119
$45K 0.03%
6,892
+2,594
1120
$45K 0.03%
+1,961
1121
$44K 0.03%
300
+230
1122
$44K 0.03%
+1,200
1123
$44K 0.03%
1,971
-2,261
1124
$44K 0.03%
800
1125
$44K 0.03%
1,604
-543
43 44
45
46 47