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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.11%
9,200
+1,679
77
$545K 0.11%
9,745
78
$544K 0.11%
4,431
-328
79
$527K 0.11%
9,880
+140
80
$518K 0.1%
10,360
81
$508K 0.1%
12,650
82
$504K 0.1%
12,050
-1,200
83
$483K 0.1%
8,148
84
$455K 0.09%
9,869
-301
85
$426K 0.09%
8,505
86
$423K 0.08%
10,040
-3,352
87
$420K 0.08%
8,780
-9,762
88
$405K 0.08%
6,248
+640
89
$404K 0.08%
13,898
+60
90
$397K 0.08%
3,612
91
$392K 0.08%
10,052
+2,495
92
$360K 0.07%
2,609
+50
93
$349K 0.07%
3,520
-2,633
94
$324K 0.06%
3,455
+290
95
$313K 0.06%
6,450
-1,630
96
$295K 0.06%
+2,935
97
$273K 0.05%
3,012
-140
98
$270K 0.05%
2,667
-285
99
$265K 0.05%
+3,230
100
$264K 0.05%
7,439
2 3
4
5 6