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
1226
– –
0
1227
$38K 0.03%
500
+300
1228
$38K 0.03%
800
-400
1229
$38K 0.03%
+883
1230
$38K 0.03%
728
+400
1231
$38K 0.03%
+3,583
1232
$38K 0.03%
3,183
-200
1233
$37K 0.03%
1,000
-600
1234
$37K 0.03%
1,300
-900
1235
$37K 0.03%
1,733
-1,003
1236
$37K 0.03%
3,054
-200
1237
$37K 0.03%
1,220
+795
1238
$37K 0.03%
900
1239
$37K 0.03%
748
+200
1240
$37K 0.03%
+3,885
1241
$37K 0.03%
+6,980
1242
$36K 0.03%
+2,646
1243
$36K 0.03%
+3,337
1244
$36K 0.03%
1,232
-9,100
1245
$36K 0.03%
2,403
-4,197
1246
$36K 0.03%
700
-800
1247
$36K 0.03%
+400
1248
$36K 0.03%
900
-1,000
1249
$36K 0.03%
368
+276
1250
$36K 0.03%
2,687
-1,630
48 49
50
51 52