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
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$509K
3
+$422K
4
PAA icon
Plains All American Pipeline
PAA
+$400K
5
CVS icon
CVS Health
CVS
+$380K

Top Sells

1
+$4.44M
2
+$3.08M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.37M

Sector Composition

1 Industrials 4.68%
2 Energy 3.61%
3 Healthcare 2.22%
4 Consumer Staples 1.69%
5 Technology 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.63%
19,500
-4,025
27
$2.79M 0.6%
27,597
-4,445
28
$2.67M 0.58%
101,619
+3,090
29
$2.63M 0.57%
73,652
-8,927
30
$2.42M 0.52%
93,155
-8,399
31
$2.37M 0.51%
24,780
-6,529
32
$2.3M 0.5%
86,694
-19,814
33
$2.25M 0.49%
27,694
-11,166
34
$2.25M 0.49%
67,930
-3,760
35
$2.2M 0.48%
19,103
-4,540
36
$2.15M 0.47%
18,460
-1,774
37
$2.05M 0.44%
25,730
38
$1.95M 0.42%
27,815
-2,025
39
$1.92M 0.41%
34,365
-2,314
40
$1.82M 0.39%
78,055
-4,225
41
$1.79M 0.39%
81,156
-4,640
42
$1.69M 0.37%
26,766
-1,777
43
$1.65M 0.36%
14,077
-421
44
$1.63M 0.35%
16,775
+1,175
45
$1.62M 0.35%
14,193
-823
46
$1.56M 0.34%
76,520
-7,700
47
$1.4M 0.3%
7,823
-910
48
$1.34M 0.29%
31,092
-4,355
49
$1.28M 0.28%
14,913
-1,575
50
$1.26M 0.27%
33,117
-28,915
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