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
1251
$36K 0.03%
+2,100
1252
$36K 0.03%
1,100
+300
1253
$36K 0.03%
600
-100
1254
$36K 0.03%
+2,825
1255
$35K 0.03%
5,500
-5,000
1256
$35K 0.03%
939
+500
1257
$35K 0.03%
800
+500
1258
$35K 0.03%
800
+100
1259
$35K 0.03%
155
+100
1260
$35K 0.03%
+1,400
1261
$35K 0.03%
1,500
-700
1262
$35K 0.03%
583
-4,500
1263
$35K 0.03%
970
+864
1264
$35K 0.03%
+18,967
1265
$35K 0.03%
1,500
+500
1266
$35K 0.03%
+9,693
1267
$35K 0.03%
800
-3,000
1268
$35K 0.03%
+4,153
1269
$35K 0.03%
10,238
-14,066
1270
$34K 0.03%
300
+100
1271
$34K 0.03%
800
1272
$34K 0.03%
600
+100
1273
$34K 0.03%
+695
1274
$34K 0.03%
800
+100
1275
$34K 0.03%
300
-500
49 50
51
52 53