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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.28%
15,247
52
$1.37M 0.27%
51,395
-17,385
53
$1.33M 0.27%
34,250
54
$1.29M 0.26%
14,073
-440
55
$1.27M 0.25%
50,456
-4,720
56
$1.27M 0.25%
15,925
+2,735
57
$1.21M 0.24%
12,900
+2,835
58
$1.14M 0.23%
42,480
-6,050
59
$1.13M 0.22%
17,978
+1,955
60
$1.05M 0.21%
10,139
-965
61
$1.02M 0.2%
14,382
-460
62
$993K 0.2%
8,299
-54
63
$992K 0.2%
64,938
-2,916
64
$920K 0.18%
59,300
-6,770
65
$819K 0.16%
18,773
-3,035
66
$807K 0.16%
8,671
+2,050
67
$794K 0.16%
23,250
68
$735K 0.15%
16,292
-1,460
69
$730K 0.15%
11,415
70
$707K 0.14%
11,580
+1,010
71
$632K 0.13%
10,365
+2,570
72
$602K 0.12%
12,480
73
$585K 0.12%
15,286
+2,660
74
$580K 0.12%
9,858
75
$557K 0.11%
4,225
+240
1 2
3
4 5