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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.41%
21,918
+537
27
$2.42M 0.39%
15,602
-307
28
$2.4M 0.39%
13,094
+897
29
$2.1M 0.34%
28,670
-450
30
$2.06M 0.34%
13,582
-65
31
$2.01M 0.33%
26,911
+1,040
32
$1.95M 0.32%
28,501
+2,416
33
$1.85M 0.3%
10,406
+1,832
34
$1.84M 0.3%
45,162
+5,720
35
$1.8M 0.29%
8,203
+1,046
36
$1.8M 0.29%
27,486
-1,560
37
$1.76M 0.29%
11,790
+2,725
38
$1.73M 0.28%
17,171
+2,345
39
$1.72M 0.28%
32,765
+3,486
40
$1.71M 0.28%
11,634
+1,418
41
$1.63M 0.27%
16,996
+1,878
42
$1.59M 0.26%
21,021
+2
43
$1.53M 0.25%
29,448
-3,260
44
$1.51M 0.25%
13,738
+1,645
45
$1.5M 0.24%
13,760
+4,235
46
$1.49M 0.24%
88,408
+190
47
$1.45M 0.24%
4,278
-499
48
$1.42M 0.23%
15,177
+1,576
49
$1.41M 0.23%
21,170
+3,940
50
$1.41M 0.23%
9,157
+980
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