AIM
Acropolis Investment Management Portfolio holdings
AUM $1.82B
This Quarter Return
-1.01%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.69B
AUM Growth
-$8.15M (-0.5%)
Cap. Flow
+$15.5M
Cap. Flow % of AUM
0.92%
Top 10 Holdings %Top 10 Hldgs %
66.5%
Holding
306
New
6
Increased
111
Reduced
130
Closed
9
Top Buys
| 1 | $7.06M | |
| 2 | $2.96M | |
| 3 | $2.27M | |
| 4 | $1.95M | |
| 5 | $1.54M |
Top Sells
| 1 | $1.24M | |
| 2 | $619K | |
| 3 | $571K | |
| 4 | $520K | |
| 5 | $341K |
Sector Composition
| 1 | Technology | 2.45% |
| 2 | Financials | 1.62% |
| 3 | Industrials | 1.28% |
| 4 | Healthcare | 1.27% |
| 5 | Consumer Discretionary | 1.12% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $202K | 0.01% | 8,124 | – | – | |||
| $198K | 0.01% | 666 +4 | +0.6% | +$1.19K | |||
| $197K | 0.01% | 1,675 | – | – | |||
| $194K | 0.01% | 1,887 +116 | +7% | +$11.9K | |||
| $191K | 0.01% | 1,923 +211 | +12% | +$20.9K | |||
| $190K | 0.01% | +2,247 | New | +$190K | |||
| $189K | 0.01% | 2,170 | – | – | |||
| $189K | 0.01% | 346 +4 | +1% | +$2.19K | |||
| $189K | 0.01% | 2,235 | – | – | |||
| $188K | 0.01% | 2,653 -86 | -3% | -$6.1K | |||
| $188K | 0.01% | 6,060 | – | – | |||
| $185K | 0.01% | 3,145 | – | – | |||
| $182K | 0.01% | 1,736 +19 | +1% | +$2K | |||
| $181K | 0.01% | 1,538 +4 | +0.3% | +$470 | |||
| $179K | 0.01% | 7,861 -3,440 | -30% | -$78.1K | |||
| $175K | 0.01% | 2,837 -1,183 | -29% | -$72.8K | |||
| $173K | 0.01% | 1,425 | – | – | |||
| $172K | 0.01% | 694 -24 | -3% | -$5.95K | |||
| $172K | 0.01% | 1,993 | – | – | |||
| $170K | 0.01% | 253 +2 | +0.8% | +$1.35K | |||
| $168K | 0.01% | 1,741 +3 | +0.2% | +$289 | |||
| $163K | 0.01% | 1,769 +222 | +14% | +$20.4K | |||
| $162K | 0.01% | 1,700 | – | – | |||
| $160K | 0.01% | 1,262 | – | – | |||
| $157K | 0.01% | 2,631 +17 | +0.7% | +$1.02K |
