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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.26%
14,793
-120
52
$1.21M 0.25%
11,490
-630
53
$1.2M 0.25%
62,860
+19,432
54
$1.18M 0.24%
15,657
-272
55
$1.15M 0.24%
28,036
-665
56
$1.13M 0.23%
15,247
57
$1.13M 0.23%
25,618
+875
58
$1.1M 0.22%
21,025
+8,130
59
$1.08M 0.22%
26,253
+765
60
$1.05M 0.21%
66,470
61
$1.05M 0.21%
10,518
-1,285
62
$997K 0.2%
+8,780
63
$964K 0.2%
7,769
-354
64
$939K 0.19%
34,250
65
$867K 0.18%
74,916
-4,410
66
$794K 0.16%
7,972
-723
67
$791K 0.16%
23,250
68
$725K 0.15%
17,730
+3,940
69
$697K 0.14%
+6,170
70
$641K 0.13%
5,195
-1,185
71
$638K 0.13%
+12,820
72
$614K 0.13%
11,415
73
$609K 0.12%
7,717
-420
74
$583K 0.12%
7,171
-248
75
$567K 0.12%
12,480
1 2
3
4 5