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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.29%
84,220
52
$1.29M 0.27%
16,488
-4,635
53
$1.24M 0.26%
+15,527
54
$1.19M 0.25%
13,134
-7,638
55
$1.14M 0.24%
28,041
-37,041
56
$1.12M 0.23%
13,464
-400
57
$1.12M 0.23%
15,678
+2,810
58
$1.11M 0.23%
33,296
+725
59
$1.08M 0.23%
+35,335
60
$1.06M 0.22%
21,930
+320
61
$990K 0.21%
16,026
+1,869
62
$911K 0.19%
7,960
+6
63
$900K 0.19%
+8,780
64
$785K 0.16%
23,250
-9,145
65
$780K 0.16%
45,836
+1,400
66
$759K 0.16%
87,210
-15,546
67
$740K 0.15%
4,404
68
$725K 0.15%
6,170
+128
69
$724K 0.15%
+5,970
70
$721K 0.15%
8,629
-925
71
$681K 0.14%
8,928
-900
72
$646K 0.14%
13,293
-257
73
$646K 0.14%
+12,406
74
$638K 0.13%
+6,226
75
$626K 0.13%
6,575
-1,950
1 2
3
4 5