AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$41.5M
3
+$35.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$24.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.58%
2 Energy 2.65%
3 Healthcare 2.03%
4 Consumer Staples 1.96%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.68%
+40,693
27
$3.01M 0.65%
+33,318
28
$2.88M 0.62%
+36,729
29
$2.86M 0.62%
+75,930
30
$2.82M 0.61%
+29,052
31
$2.68M 0.58%
+87,472
32
$2.64M 0.57%
+24,295
33
$2.52M 0.55%
+43,554
34
$2.48M 0.54%
+102,556
35
$2.41M 0.52%
+54,669
36
$2.33M 0.51%
+94,029
37
$2.22M 0.48%
+65,082
38
$2.04M 0.44%
+25,730
39
$1.99M 0.43%
+20,137
40
$1.99M 0.43%
+29,931
41
$1.91M 0.41%
+95,490
42
$1.91M 0.41%
+79,308
43
$1.86M 0.4%
+20,772
44
$1.78M 0.38%
+96,476
45
$1.7M 0.37%
+31,130
46
$1.66M 0.36%
+41,787
47
$1.55M 0.34%
+8,499
48
$1.55M 0.34%
+15,731
49
$1.55M 0.33%
+113,510
50
$1.54M 0.33%
+21,123
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