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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.23%
15,065
+1,275
52
$1.39M 0.23%
28,771
53
$1.36M 0.22%
7,820
+1,460
54
$1.35M 0.22%
9,888
-178
55
$1.33M 0.22%
8,217
+1,510
56
$1.32M 0.21%
28,276
+518
57
$1.3M 0.21%
30,880
-200
58
$1.28M 0.21%
40,472
+2,440
59
$1.25M 0.2%
11,671
-1,067
60
$1.24M 0.2%
12,299
+2,971
61
$1.18M 0.19%
10,860
+6,000
62
$1.16M 0.19%
19,259
+7,645
63
$1.15M 0.19%
5,217
-763
64
$1.08M 0.18%
8,970
+4,360
65
$1.03M 0.17%
3,665
+1,125
66
$977K 0.16%
12,455
-255
67
$952K 0.15%
8,419
68
$949K 0.15%
11,979
-2,567
69
$927K 0.15%
38,705
+25,906
70
$923K 0.15%
8,437
+34
71
$915K 0.15%
14,468
+5,733
72
$896K 0.15%
2,733
-75
73
$882K 0.14%
8,485
+3,225
74
$858K 0.14%
56,949
+23,549
75
$839K 0.14%
8,360
+2,455
1 2
3
4 5