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
2026
– –
-1,400
2027
– –
-1,500
2028
– –
-3,149
2029
– –
-5,259
2030
– –
-2,443
2031
$0 ﹤0.01%
32,272
2032
– –
-3,500
2033
– –
-1,100
2034
– –
-21,500
2035
– –
-3,068
2036
– –
-898
2037
– –
-583
2038
– –
-200
2039
– –
-2,257
2040
– –
-516
2041
– –
-911
2042
– –
-1,381
2043
– –
-1,100
2044
– –
-207
2045
– –
-1,982
2046
– –
-3,600
2047
– –
-2,597
2048
– –
-1,428
2049
– –
-200
2050
– –
-7,899
80 81
82
83 84