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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
-1.24%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$462M
AUM Growth
–
Cap. Flow
+$475M
Cap. Flow %
102.91%
Top 10 Hldgs %
58.49%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$54.6M
2
BND icon
Vanguard Total Bond Market
BND
+$42.6M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$36.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$22.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 4.58%
2 Energy 2.65%
3 Healthcare 2.03%
4 Consumer Staples 1.96%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
76
Qualcomm
QCOM
$159B
$519K 0.11%
+8,497
New +$542K
IWC icon
77
iShares Micro-Cap ETF
IWC
$1.48B
$454K 0.1%
+7,350
New +$439K
LLY icon
78
Eli Lilly
LLY
$1,000B
$400K 0.09%
+8,148
New +$443K
JCI icon
79
Johnson Controls International
JCI
$88.7B
$400K 0.09%
+10,666
New +$398K
V icon
80
Visa
V
$683B
$384K 0.08%
+8,400
New +$368K
IEF icon
81
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$363K 0.08%
+3,545
New +$378K
IJJ icon
82
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
$360K 0.08%
+7,108
New +$360K
BRK.B icon
83
Berkshire Hathaway Class B
BRK.B
$1.11T
$353K 0.08%
+3,153
New +$347K
WBA
84
DELISTED
Walgreens Boots Alliance
WBA
$339K 0.07%
+7,678
New +$374K
TROW icon
85
T. Rowe Price
TROW
$24.2B
$325K 0.07%
+4,445
New +$332K
IWB icon
86
iShares Russell 1000 ETF
IWB
$49B
$325K 0.07%
+3,612
New +$323K
CSCO icon
87
Cisco
CSCO
$457B
$319K 0.07%
+13,113
New +$295K
MDT icon
88
Medtronic
MDT
$111B
$299K 0.06%
+5,814
New +$287K
TT icon
89
Trane Technologies
TT
$101B
$293K 0.06%
+6,617
New +$294K
PEP icon
90
PepsiCo
PEP
$191B
$292K 0.06%
+3,572
New +$292K
XLY icon
91
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$270K 0.06%
+9,592
New +$265K
ICF icon
92
iShares Select U.S. REIT ETF
ICF
$2.1B
$265K 0.06%
+6,574
New +$280K
VTI icon
93
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
$259K 0.06%
+3,129
New +$260K
STJ
94
DELISTED
St Jude Medical
STJ
$241K 0.05%
+5,281
New +$229K
VMBS icon
95
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$234K 0.05%
+4,585
New +$238K
GOOG icon
96
Alphabet (Google) Class C
GOOG
$4.56T
$220K 0.05%
+10,037
New +$212K
EMC
97
DELISTED
EMC CORPORATION
EMC
$210K 0.05%
+8,905
New +$210K
JPM icon
98
JPMorgan Chase
JPM
$937B
$176K 0.04%
+3,329
New +$169K
PM icon
99
Philip Morris
PM
$292B
$175K 0.04%
+2,020
New +$188K
EWA icon
100
iShares MSCI Australia ETF
EWA
$1.41B
$172K 0.04%
+7,633
New +$197K
1 2 3
4
5

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HWA
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Acropolis Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Acropolis Investment Management, which disclosed 114 positions worth $462M. Its ten largest holdings account for 58% of the portfolio.

Its largest position is iShares Core S&P Mid-Cap ETF: 2,353,695 shares worth $54.4M.

By sector, the portfolio is most concentrated in Industrials at 4.6% of assets, followed by Energy and Healthcare.

  • Acropolis Investment Management's largest Q2 2013 buy was iShares Core S&P Mid-Cap ETF: 2,353,695 shares worth $54.4M.
  • Acropolis Investment Management's ten largest holdings make up 58% of its $462M portfolio in Q2 2013.
  • Acropolis Investment Management disclosed 114 positions in Q2 2013, its first 13F filing on record.

Based on Acropolis Investment Management's 13F filing for Q2 2013, filed 2 Jul 2013.