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
1476
$20K 0.01%
4,671
-3,901
1477
$20K 0.01%
+140
1478
$20K 0.01%
1,074
+100
1479
$20K 0.01%
+438
1480
$20K 0.01%
500
-300
1481
$20K 0.01%
+8,600
1482
$20K 0.01%
+33
1483
$20K 0.01%
1,000
-400
1484
$20K 0.01%
500
+100
1485
$20K 0.01%
184
-100
1486
$20K 0.01%
796
+317
1487
$20K 0.01%
1,369
+100
1488
$20K 0.01%
3,400
-700
1489
$20K 0.01%
+900
1490
$20K 0.01%
+700
1491
$20K 0.01%
35
+5
1492
$20K 0.01%
593
-2,300
1493
$20K 0.01%
600
-600
1494
$19K 0.01%
400
1495
$19K 0.01%
200
-800
1496
$19K 0.01%
+479
1497
$19K 0.01%
700
-3,900
1498
$19K 0.01%
100
-400
1499
$19K 0.01%
+2,104
1500
$19K 0.01%
+2,025
58 59
60
61 62