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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$622K 0.13%
13,413
-1,775
77
$593K 0.12%
11,898
78
$576K 0.12%
+10,870
79
$566K 0.12%
8,407
-90
80
$564K 0.12%
13,360
81
$555K 0.12%
12,767
+2,101
82
$531K 0.11%
19,484
-1,897
83
$528K 0.11%
6,372
-685
84
$486K 0.1%
13,260
-1,930
85
$464K 0.1%
9,720
+1,320
86
$451K 0.09%
6,590
-760
87
$415K 0.09%
+12,480
88
$414K 0.09%
+8,505
89
$413K 0.09%
7,678
90
$365K 0.08%
3,214
+61
91
$360K 0.08%
7,148
-1,000
92
$340K 0.07%
3,612
93
$329K 0.07%
6,341
-276
94
$320K 0.07%
6,004
+190
95
$314K 0.07%
4,365
-80
96
$307K 0.06%
14,052
+4,015
97
$293K 0.06%
3,680
+108
98
$268K 0.06%
11,418
-1,695
99
$264K 0.06%
3,011
-118
100
$263K 0.06%
4,906
-375
2 3
4
5 6