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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.51%
46,341
+1,805
27
$2.6M 0.51%
31,190
-527
28
$2.21M 0.43%
17,714
-842
29
$2.06M 0.4%
28,946
-774
30
$2.05M 0.4%
25,730
31
$2.01M 0.39%
12,948
+277
32
$1.88M 0.37%
26,943
-12,123
33
$1.79M 0.35%
56,992
-1,012
34
$1.73M 0.34%
13,394
+1,109
35
$1.68M 0.33%
19,277
-9,610
36
$1.68M 0.33%
16,030
-470
37
$1.68M 0.33%
30,292
+1,840
38
$1.68M 0.33%
9,024
-2,010
39
$1.65M 0.32%
37,366
-470
40
$1.63M 0.32%
16,810
+1,700
41
$1.59M 0.31%
20,465
+1,655
42
$1.57M 0.31%
30,015
+8,065
43
$1.57M 0.31%
22,734
-1,034
44
$1.52M 0.3%
19,485
-3,728
45
$1.51M 0.3%
15,859
-8,646
46
$1.47M 0.29%
38,620
+25,275
47
$1.47M 0.29%
35,492
-3,520
48
$1.45M 0.28%
14,885
+8,475
49
$1.43M 0.28%
10,108
-3,504
50
$1.34M 0.26%
8,147
-114
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