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
1601
$14K 0.01%
1,068
-4,300
1602
$14K 0.01%
773
-11,700
1603
$14K 0.01%
8,138
+4,900
1604
$14K 0.01%
+4,546
1605
$14K 0.01%
400
-800
1606
$14K 0.01%
200
-400
1607
$14K 0.01%
500
+8
1608
$14K 0.01%
+842
1609
$14K 0.01%
+858
1610
$14K 0.01%
347
-1,000
1611
$14K 0.01%
+375
1612
$14K 0.01%
2,200
+1,500
1613
$14K 0.01%
103
-103
1614
$14K 0.01%
1,006
-6,745
1615
$14K 0.01%
410
-1,200
1616
$14K 0.01%
100
-200
1617
$14K 0.01%
484
-500
1618
$14K 0.01%
+2,540
1619
$14K 0.01%
400
-700
1620
$14K 0.01%
+1,163
1621
$14K 0.01%
900
-800
1622
$14K 0.01%
100
-200
1623
$14K 0.01%
+204
1624
$14K 0.01%
100
-1,600
1625
$14K 0.01%
+850
63 64
65
66 67