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
1351
$30K 0.02%
15,764
+15,164
1352
$30K 0.02%
1,848
-1,830
1353
$30K 0.02%
401
+134
1354
$30K 0.02%
+13,477
1355
$29K 0.02%
+1,096
1356
$29K 0.02%
1,100
-200
1357
$29K 0.02%
399
+99
1358
– –
0
1359
$29K 0.02%
1,200
+400
1360
$29K 0.02%
882
+300
1361
$29K 0.02%
+1,300
1362
$29K 0.02%
760
+160
1363
$29K 0.02%
900
-1,900
1364
$29K 0.02%
1,542
+500
1365
$29K 0.02%
1,199
-800
1366
$29K 0.02%
590
+195
1367
$29K 0.02%
1,400
-3,600
1368
$28K 0.02%
1,357
+900
1369
$28K 0.02%
+3,658
1370
$28K 0.02%
1,481
+369
1371
$28K 0.02%
+820
1372
$28K 0.02%
832
+150
1373
$28K 0.02%
+7,580
1374
$28K 0.02%
1,200
+500
1375
$28K 0.02%
900
-1,900
53 54
55
56 57