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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.59%
29,482
+1,885
27
$2.64M 0.54%
103,740
+2,121
28
$2.62M 0.54%
72,067
-1,585
29
$2.61M 0.53%
23,961
-819
30
$2.4M 0.49%
92,864
-291
31
$2.36M 0.48%
67,930
32
$2.22M 0.45%
83,963
-2,731
33
$2.19M 0.45%
27,160
-534
34
$2.09M 0.43%
18,381
-79
35
$2.07M 0.42%
17,829
-1,274
36
$2.06M 0.42%
25,730
37
$2.02M 0.41%
20,650
+3,875
38
$1.87M 0.38%
38,189
-31,862
39
$1.85M 0.38%
27,650
-165
40
$1.83M 0.38%
32,605
-1,760
41
$1.79M 0.37%
76,520
42
$1.79M 0.37%
26,426
-340
43
$1.71M 0.35%
75,056
-6,100
44
$1.65M 0.34%
8,985
+1,162
45
$1.61M 0.33%
14,236
+159
46
$1.5M 0.31%
25,335
+10,570
47
$1.49M 0.31%
18,213
+2,350
48
$1.46M 0.3%
59,455
-18,600
49
$1.32M 0.27%
31,872
-1,245
50
$1.28M 0.26%
29,787
-1,305
1
2
3 4 5