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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.27%
18,003
+25
52
$1.37M 0.27%
34,250
53
$1.3M 0.25%
33,158
-1,357
54
$1.29M 0.25%
49,576
-880
55
$1.24M 0.24%
12,998
-1,075
56
$1.18M 0.23%
40,830
-1,650
57
$1.12M 0.22%
77,560
+18,260
58
$1.11M 0.22%
13,162
-1,220
59
$1.09M 0.21%
9,118
-3,623
60
$1.05M 0.2%
9,126
-1,013
61
$1.05M 0.2%
8,325
+26
62
$1.02M 0.2%
56,592
-8,346
63
$968K 0.19%
38,167
-13,228
64
$819K 0.16%
8,659
-12
65
$795K 0.15%
23,250
66
$785K 0.15%
12,860
+1,280
67
$771K 0.15%
10,365
68
$763K 0.15%
15,732
-560
69
$742K 0.14%
11,415
70
$708K 0.14%
15,736
+450
71
$673K 0.13%
5,450
-8,780
72
$634K 0.12%
+14,040
73
$629K 0.12%
9,600
-280
74
$624K 0.12%
9,976
+776
75
$624K 0.12%
4,235
+10
1 2
3
4 5