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
2001
– –
-400
2002
– –
-700
2003
– –
-1,000
2004
– –
-61
2005
– –
-259
2006
– –
-159
2007
– –
-6,900
2008
– –
-18,800
2009
– –
-400
2010
– –
-167
2011
– –
-1,100
2012
– –
-732
2013
$0 ﹤0.01%
+100
2014
– –
-1,858
2015
– –
-700
2016
– –
-1,420
2017
$0 ﹤0.01%
155
-3,245
2018
– –
-4,900
2019
– –
-361
2020
– –
-3,934
2021
– –
-3,781
2022
– –
-1,100
2023
– –
-4,872
2024
– –
-4,615
2025
– –
-9,100
79 80
81
82 83