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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.63%
23,525
-770
27
$2.94M 0.61%
38,860
-1,833
28
$2.76M 0.58%
32,042
-1,276
29
$2.74M 0.57%
31,309
-5,420
30
$2.72M 0.57%
106,508
-14,065
31
$2.65M 0.55%
82,579
-4,893
32
$2.52M 0.53%
23,643
-5,409
33
$2.43M 0.51%
98,529
+4,500
34
$2.33M 0.49%
101,554
-1,002
35
$2.32M 0.48%
62,032
-13,898
36
$2.19M 0.46%
71,690
+32,852
37
$2.11M 0.44%
20,234
+97
38
$2.05M 0.43%
25,730
39
$1.93M 0.4%
46,919
-7,750
40
$1.93M 0.4%
29,840
-1,290
41
$1.93M 0.4%
36,679
-42,629
42
$1.82M 0.38%
28,543
-1,388
43
$1.76M 0.37%
82,280
-13,210
44
$1.69M 0.35%
85,796
-10,680
45
$1.68M 0.35%
15,016
-715
46
$1.55M 0.32%
8,733
+234
47
$1.5M 0.31%
15,600
+2,805
48
$1.45M 0.3%
14,498
-1,331
49
$1.42M 0.3%
93,560
-19,950
50
$1.41M 0.3%
35,447
-6,340
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