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
$462M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$509K
3
+$422K
4
PAA icon
Plains All American Pipeline
PAA
+$400K
5
CVS icon
CVS Health
CVS
+$380K

Top Sells

1
+$4.44M
2
+$3.08M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.37M

Sector Composition

1 Industrials 4.68%
2 Energy 3.61%
3 Healthcare 2.22%
4 Consumer Staples 1.69%
5 Technology 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.27%
15,247
-280
52
$1.21M 0.26%
12,120
-1,014
53
$1.19M 0.26%
15,863
+185
54
$1.12M 0.24%
15,929
-97
55
$1.09M 0.24%
8,123
+163
56
$1.07M 0.23%
28,701
-4,595
57
$1.07M 0.23%
11,803
-1,661
58
$1.06M 0.23%
25,488
-2,553
59
$1.05M 0.23%
66,470
-27,090
60
$1.02M 0.22%
34,250
-1,085
61
$1.02M 0.22%
24,743
-22,176
62
$896K 0.19%
79,326
-7,884
63
$870K 0.19%
43,428
-2,408
64
$813K 0.18%
4,404
65
$803K 0.17%
8,695
+66
66
$788K 0.17%
14,765
+9,540
67
$781K 0.17%
23,250
68
$731K 0.16%
6,380
-195
69
$716K 0.15%
5,245
-925
70
$663K 0.14%
12,347
-420
71
$657K 0.14%
12,895
-9,035
72
$654K 0.14%
11,415
-991
73
$624K 0.13%
7,419
-1,509
74
$604K 0.13%
8,137
-270
75
$561K 0.12%
19,300
-184
1 2
3
4 5