AIM
Acropolis Investment Management Portfolio holdings
AUM
$1.82B
This Quarter Return
+6.11%
1 Year Return
+10.81%
3 Year Return
+36.86%
5 Year Return
+58.03%
10 Year Return
+101.2%
AUM
$1.68B
AUM Growth
+$1.68B
(+6.4%)
Cap. Flow
+$8.76M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
67.09%
Holding
304
New
16
Increased
85
Reduced
124
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Industrials | 1.45% |
| 3 | Financials | 1.41% |
| 4 | Healthcare | 1.4% |
| 5 | Consumer Discretionary | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
International Paper
IP
$26.2B
| – | – |
-2,593
| Closed | -$112K |
|
302
McKesson
MCK
$85.4B
| – | – |
-181
| Closed | -$106K |
|
303
iShares TIPS Bond ETF
TIP
$13.6B
| – | – |
-962
| Closed | -$103K |
|