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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.11%
7,360
+2,055
77
$543K 0.11%
9,858
78
$539K 0.11%
9,980
+200
79
$532K 0.11%
10,728
-1,619
80
$522K 0.11%
9,745
81
$509K 0.1%
+6,590
82
$509K 0.1%
4,056
-1,189
83
$502K 0.1%
7,598
-65
84
$497K 0.1%
10,360
85
$465K 0.1%
+5,170
86
$465K 0.1%
+8,185
87
$449K 0.09%
5,042
-115
88
$417K 0.09%
8,505
-215
89
$413K 0.08%
4,941
+1,130
90
$396K 0.08%
14,253
-402
91
$384K 0.08%
12,650
92
$378K 0.08%
3,612
93
$333K 0.07%
4,040
-245
94
$330K 0.07%
6,298
-3,075
95
$320K 0.07%
2,559
-215
96
$314K 0.06%
+5,188
97
$287K 0.06%
4,883
+360
98
$287K 0.06%
+3,370
99
$284K 0.06%
4,965
-100
100
$263K 0.05%
4,026
-105
2 3
4
5 6