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
1301
$32K 0.02%
500
-100
1302
$32K 0.02%
368
-432
1303
$32K 0.02%
3,357
-1,245
1304
$32K 0.02%
1,042
-300
1305
$32K 0.02%
+22
1306
$32K 0.02%
1,700
+1,200
1307
$32K 0.02%
2,812
-4,300
1308
$32K 0.02%
757
+100
1309
$32K 0.02%
3,639
-1,461
1310
$32K 0.02%
1,124
-1,000
1311
$32K 0.02%
1,200
-200
1312
$32K 0.02%
1,713
-1,500
1313
$32K 0.02%
14,711
+5,059
1314
$32K 0.02%
43
+23
1315
$32K 0.02%
681
-900
1316
$32K 0.02%
+4,909
1317
$32K 0.02%
2,389
-4,054
1318
$32K 0.02%
1,219
-881
1319
$32K 0.02%
400
-400
1320
$32K 0.02%
+2,203
1321
$32K 0.02%
917
-4,793
1322
$32K 0.02%
+2,303
1323
$32K 0.02%
500
-800
1324
$32K 0.02%
+3,400
1325
$31K 0.02%
1,400
-300
51 52
53
54 55