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 | |
|---|---|---|---|---|---|---|---|
| $342K | 0.02% | 1,097 +79 | +8% | +$24.6K | |||
| $340K | 0.02% | 664 -110 | -14% | -$56.3K | |||
| $334K | 0.02% | 8,700 | – | – | |||
| $330K | 0.02% | 2,726 | – | – | |||
| $328K | 0.02% | 1,823 -205 | -10% | -$36.8K | |||
| $317K | 0.02% | 11,934 | – | – | |||
| $312K | 0.02% | 5,325 -2,739 | -34% | -$160K | |||
| $311K | 0.02% | 511 +2 | +0.4% | +$1.22K | |||
| $310K | 0.02% | 3,569 +18 | +0.5% | +$1.56K | |||
| $308K | 0.02% | 1,587 +1 | +0.1% | +$194 | |||
| $305K | 0.02% | 5,827 -1,623 | -22% | -$85K | |||
| $305K | 0.02% | 327 +30 | +10% | +$28K | |||
| $302K | 0.02% | 13,695 | – | – | |||
| $300K | 0.02% | 9,020 | – | – | |||
| $292K | 0.02% | 10,459 | – | – | |||
| $292K | 0.02% | 2,540 | – | – | |||
| $289K | 0.02% | 4,800 | – | – | |||
| $285K | 0.02% | 2,387 +4 | +0.2% | +$478 | |||
| $284K | 0.02% | 2,149 +8 | +0.4% | +$1.06K | |||
| $278K | 0.02% | 3,632 -143 | -4% | -$10.9K | |||
| $271K | 0.02% | 3,609 +55 | +2% | +$4.13K | |||
| $271K | 0.02% | 4,464 +29 | +0.7% | +$1.76K | |||
| $262K | 0.02% | 426 +3 | +0.7% | +$1.84K | |||
| $259K | 0.02% | 1,380 -75 | -5% | -$14.1K | |||
| $259K | 0.02% | 2,689 -33 | -1% | -$3.18K |
