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
$150M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,400
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$466K
3
+$428K
4
EBF icon
Ennis
EBF
+$419K
5
CVGW icon
Calavo Growers
CVGW
+$386K

Top Sells

1
+$319K
2
+$276K
3
+$274K
4
SJM icon
J.M. Smucker
SJM
+$259K
5
OUTR
OUTERWALL INC
OUTR
+$231K

Sector Composition

1 Healthcare 15.52%
2 Industrials 13.71%
3 Financials 12.07%
4 Technology 12.03%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-1,600
1952
– –
-1,300
1953
– –
-380
1954
– –
-189
1955
– –
-2,900
1956
– –
-2,156
1957
– –
-381
1958
– –
-200
1959
– –
-6,235
1960
– –
-1,365
1961
– –
-3,176
1962
– –
-99
1963
– –
-5,037
1964
– –
-1,062
1965
– –
-100
1966
– –
-400
1967
– –
-900
1968
– –
-6,309
1969
– –
-3,910
1970
– –
-300
1971
– –
-1,500
1972
– –
-8,837
1973
– –
-2,500
1974
– –
-3,100
1975
– –
-2,078
77 78
79
80 81