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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.58%
31,908
-1,650
27
$2.74M 0.55%
67,930
28
$2.47M 0.49%
26,009
+2,864
29
$2.4M 0.48%
13,156
-1,279
30
$2.36M 0.47%
76,520
31
$2.33M 0.46%
12,831
+1,578
32
$2.3M 0.46%
49,858
-50,260
33
$2.21M 0.44%
37,930
+4,500
34
$2.2M 0.44%
42,383
+8,288
35
$2.19M 0.44%
31,629
+6,217
36
$2.15M 0.43%
25,714
-472
37
$2.06M 0.41%
25,730
38
$2.04M 0.41%
16,011
-3,845
39
$2.01M 0.4%
23,293
+1,745
40
$1.88M 0.37%
29,986
+2,596
41
$1.84M 0.37%
16,861
-353
42
$1.75M 0.35%
43,757
-2,545
43
$1.71M 0.34%
28,630
-830
44
$1.67M 0.33%
14,230
+5,450
45
$1.66M 0.33%
18,920
+3,705
46
$1.57M 0.31%
33,973
+342
47
$1.57M 0.31%
62,508
+988
48
$1.52M 0.3%
12,832
-989
49
$1.43M 0.29%
12,741
-2,408
50
$1.43M 0.29%
34,515
+8,992
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