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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.12%
9,858
77
$588K 0.12%
12,480
78
$571K 0.12%
9,745
79
$557K 0.11%
10,570
+2,385
80
$551K 0.11%
13,250
-4,480
81
$532K 0.11%
10,170
-558
82
$530K 0.11%
10,360
83
$513K 0.1%
9,740
-240
84
$512K 0.1%
12,626
+10,175
85
$477K 0.1%
3,985
-1,210
86
$458K 0.09%
12,650
87
$457K 0.09%
7,795
+4,680
88
$440K 0.09%
8,505
89
$433K 0.09%
7,521
+3,900
90
$428K 0.09%
8,080
-12,945
91
$400K 0.08%
13,838
-415
92
$398K 0.08%
3,612
93
$349K 0.07%
5,608
+725
94
$324K 0.07%
2,559
95
$322K 0.07%
2,531
-1,525
96
$320K 0.06%
7,439
+1,863
97
$318K 0.06%
3,165
+700
98
$316K 0.06%
3,152
-1,890
99
$300K 0.06%
2,952
+285
100
$297K 0.06%
+7,557
2 3
4
5 6