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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.58%
33,558
-7,119
27
$2.8M 0.56%
111,870
+8,130
28
$2.66M 0.54%
67,930
29
$2.33M 0.47%
23,145
+2,495
30
$2.32M 0.47%
14,435
-4,500
31
$2.31M 0.47%
19,856
-4,105
32
$2.25M 0.46%
76,520
33
$2.07M 0.42%
25,730
34
$2.06M 0.42%
26,186
-974
35
$2.04M 0.41%
17,214
-615
36
$1.95M 0.39%
11,253
+2,268
37
$1.94M 0.39%
33,430
+8,095
38
$1.89M 0.38%
15,149
-3,232
39
$1.84M 0.37%
68,780
-15,183
40
$1.82M 0.37%
25,412
-1,014
41
$1.82M 0.37%
27,390
-260
42
$1.79M 0.36%
34,095
+21,275
43
$1.78M 0.36%
46,302
-25,765
44
$1.76M 0.36%
21,548
+3,335
45
$1.66M 0.33%
13,821
-415
46
$1.52M 0.31%
29,460
-3,145
47
$1.44M 0.29%
15,215
+10,045
48
$1.43M 0.29%
61,520
-1,340
49
$1.4M 0.28%
33,631
+5,595
50
$1.34M 0.27%
55,176
-19,880
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