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 | |
|---|---|---|---|---|---|---|---|
| – | – | -2,087 | Closed | -$183K | |||
| – | – | -1,005 | Closed | -$115K | |||
| – | – | -1,856 | Closed | -$140K | |||
| – | – | -1,871 | Closed | -$101K | |||
| – | – | -4,123 | Closed | -$139K |
