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
2026
– –
-340
2027
– –
-200
2028
– –
-200
2029
– –
-907
2030
– –
-800
2031
– –
-4,546
2032
– –
-1,914
2033
– –
-400
2034
– –
-237
2035
– –
-9,800
2036
– –
-7,660
2037
– –
-400
2038
– –
-200
2039
– –
-2,018
2040
– –
-19,902
2041
– –
-2,200
2042
– –
-5,722
2043
– –
-340
2044
– –
-400
2045
– –
-100
2046
– –
-386
2047
$0 ﹤0.01%
2,501
2048
– –
-3,692
2049
– –
-100
2050
– –
-2
80 81
82
83 84