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
1501
$19K 0.01%
2,507
-602
1502
$19K 0.01%
+1,294
1503
$19K 0.01%
180
-10
1504
$19K 0.01%
217
-2,783
1505
$19K 0.01%
1,200
-1,000
1506
$19K 0.01%
2,424
-1,560
1507
$19K 0.01%
+5,739
1508
$19K 0.01%
500
-1,300
1509
$19K 0.01%
2,398
-2,000
1510
$18K 0.01%
+400
1511
$18K 0.01%
400
-700
1512
$18K 0.01%
+853
1513
$18K 0.01%
1,400
-200
1514
$18K 0.01%
+675
1515
$18K 0.01%
204
-396
1516
$18K 0.01%
500
-800
1517
$18K 0.01%
600
-400
1518
$18K 0.01%
500
-300
1519
$18K 0.01%
+820
1520
$18K 0.01%
+1,400
1521
$18K 0.01%
200
+100
1522
$18K 0.01%
100
1523
$18K 0.01%
1,167
+27
1524
$18K 0.01%
400
-700
1525
$18K 0.01%
677
-4,012
59 60
61
62 63