AIM

Acrospire Investment Management Portfolio holdings

AUM $33K
1-Year Est. Return 23.34%
This Quarter Est. Return
1 Year Est. Return
+23.34%
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 11.81%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-5,037
2027
– –
-1,062
2028
– –
-100
2029
– –
-400
2030
– –
-900
2031
– –
-6,309
2032
– –
-3,910
2033
– –
-300
2034
– –
-1,500
2035
– –
-8,837
2036
– –
-2,500
2037
– –
-3,100
2038
– –
-2,078
2039
– –
-1,500
2040
– –
-9,511
2041
– –
-200
2042
– –
-500
2043
– –
-2,200
2044
– –
-421
2045
– –
-15,200
2046
– –
-2,762
2047
– –
-728
2048
– –
-600
2049
– –
-400
2050
– –
-700
80 81
82
83 84