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
$462M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$509K
3
+$422K
4
PAA icon
Plains All American Pipeline
PAA
+$400K
5
CVS icon
CVS Health
CVS
+$380K

Top Sells

1
+$4.44M
2
+$3.08M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.37M

Sector Composition

1 Industrials 4.68%
2 Energy 3.61%
3 Healthcare 2.22%
4 Consumer Staples 1.69%
5 Technology 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.12%
13,790
+530
77
$544K 0.12%
9,780
+60
78
$513K 0.11%
9,745
-1,125
79
$510K 0.11%
9,858
+7,730
80
$496K 0.11%
10,360
-1,538
81
$490K 0.11%
9,373
-4,040
82
$471K 0.1%
12,480
83
$456K 0.1%
5,157
-1,215
84
$455K 0.1%
12,650
-710
85
$440K 0.1%
7,663
-15
86
$434K 0.09%
8,720
+215
87
$409K 0.09%
14,655
+603
88
$380K 0.08%
+5,305
89
$373K 0.08%
3,612
90
$359K 0.08%
4,285
-80
91
$329K 0.07%
5,728
-276
92
$329K 0.07%
2,774
-440
93
$316K 0.07%
3,811
+131
94
$312K 0.07%
5,065
-1,276
95
$284K 0.06%
5,594
-7,699
96
$266K 0.06%
3,973
+2
97
$263K 0.06%
2,741
-270
98
$256K 0.06%
4,131
-775
99
$256K 0.06%
11,418
100
$253K 0.05%
6,269
+1,595
2 3
4
5 6