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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.25%
32,198
-1,020
52
$1.25M 0.24%
12,623
-50
53
$1.2M 0.23%
26,732
-1,310
54
$1.17M 0.23%
36,905
-2,400
55
$1.12M 0.22%
42,796
-6,440
56
$1.08M 0.21%
12,830
+1,255
57
$1.03M 0.2%
67,708
-812
58
$948K 0.19%
11,618
-5,710
59
$917K 0.18%
9,829
+685
60
$904K 0.18%
10,167
-2,815
61
$897K 0.18%
14,330
+5
62
$892K 0.17%
39,936
-3,954
63
$860K 0.17%
8,116
-750
64
$809K 0.16%
11,946
+340
65
$802K 0.16%
9,503
+2,020
66
$790K 0.15%
23,250
67
$724K 0.14%
7,995
+1,219
68
$705K 0.14%
6,618
-1,339
69
$694K 0.14%
5,450
70
$690K 0.14%
15,908
-9,775
71
$661K 0.13%
13,892
-1,840
72
$611K 0.12%
15,161
73
$588K 0.12%
8,755
-360
74
$586K 0.11%
21,846
-9,251
75
$574K 0.11%
4,274
+791
1 2
3
4 5