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
1926
$1K ﹤0.01%
+187
1927
$1K ﹤0.01%
+200
1928
$1K ﹤0.01%
+100
1929
$1K ﹤0.01%
+888
1930
$1K ﹤0.01%
164
-1,936
1931
$1K ﹤0.01%
+4
1932
$1K ﹤0.01%
+291
1933
$1K ﹤0.01%
116
-4,399
1934
$1K ﹤0.01%
+200
1935
$1K ﹤0.01%
+386
1936
$1K ﹤0.01%
15
-5,954
1937
$1K ﹤0.01%
+125
1938
$1K ﹤0.01%
+70
1939
$1K ﹤0.01%
29
-400
1940
– –
-30,475
1941
– –
-400
1942
– –
-1,763
1943
– –
-6,700
1944
– –
-1,687
1945
– –
-100
1946
– –
-100
1947
– –
-200
1948
– –
-2,922
1949
– –
-479
1950
– –
-867
76 77
78
79 80