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
1951
– –
-431
1952
– –
-2,500
1953
– –
-11,034
1954
– –
-12,398
1955
– –
-100
1956
– –
-243
1957
– –
0
1958
– –
-2
1959
– –
-1,600
1960
– –
-2,000
1961
– –
-6,271
1962
– –
-1,700
1963
– –
-1,000
1964
– –
-100
1965
– –
-500
1966
– –
-1,400
1967
– –
-7,946
1968
– –
-1,054
1969
– –
-13,543
1970
– –
-1,800
1971
– –
-11,774
1972
– –
-400
1973
– –
-596
1974
– –
-1,563
1975
– –
-334
77 78
79
80 81