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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.56%
27,840
-1,797
27
$2.54M 0.49%
38,610
+680
28
$2.45M 0.48%
67,930
29
$2.38M 0.46%
23,588
+295
30
$2.37M 0.46%
25,265
-744
31
$2.36M 0.46%
30,657
-972
32
$2.35M 0.46%
42,876
+493
33
$2.3M 0.45%
11,967
-1,189
34
$2.21M 0.43%
24,215
-1,499
35
$2.2M 0.43%
76,520
36
$2.08M 0.4%
15,116
-895
37
$2.05M 0.4%
25,730
38
$2.01M 0.39%
16,792
-69
39
$1.91M 0.37%
12,436
-395
40
$1.89M 0.37%
+44,774
41
$1.78M 0.34%
28,772
-1,214
42
$1.74M 0.34%
18,690
-230
43
$1.69M 0.33%
40,822
-2,935
44
$1.68M 0.33%
12,235
-597
45
$1.67M 0.32%
25,829
-2,801
46
$1.63M 0.32%
59,172
-3,336
47
$1.6M 0.31%
34,346
+373
48
$1.55M 0.3%
35,368
-14,490
49
$1.55M 0.3%
16,110
+185
50
$1.44M 0.28%
13,560
+660
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