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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.27%
14,513
-280
52
$1.26M 0.26%
34,250
53
$1.25M 0.25%
15,247
54
$1.24M 0.25%
48,530
-10,925
55
$1.18M 0.24%
11,104
-386
56
$1.1M 0.22%
25,523
-730
57
$1.09M 0.22%
66,070
-400
58
$1.04M 0.21%
8,780
59
$1.03M 0.21%
14,842
-815
60
$994K 0.2%
13,190
+5,830
61
$990K 0.2%
21,808
-3,810
62
$961K 0.19%
18,542
-19,647
63
$947K 0.19%
10,065
+6,695
64
$929K 0.19%
16,023
+10,835
65
$899K 0.18%
8,353
+381
66
$803K 0.16%
67,854
-7,062
67
$801K 0.16%
23,250
68
$792K 0.16%
17,752
-12,035
69
$723K 0.15%
6,170
70
$669K 0.14%
6,153
-4,365
71
$662K 0.13%
11,415
72
$604K 0.12%
8,148
+550
73
$599K 0.12%
4,759
-3,010
74
$593K 0.12%
13,392
-18,480
75
$592K 0.12%
6,621
+1,680
1 2
3
4 5