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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$591K 0.11%
7,753
-395
77
$582K 0.11%
11,843
-6,930
78
$521K 0.1%
12,480
79
$516K 0.1%
11,440
-610
80
$506K 0.1%
9,858
81
$500K 0.1%
9,869
82
$480K 0.09%
3,960
-471
83
$437K 0.08%
10,360
84
$433K 0.08%
6,273
+25
85
$414K 0.08%
3,612
86
$408K 0.08%
8,640
-1,400
87
$400K 0.08%
8,505
88
$399K 0.08%
7,439
89
$392K 0.08%
2,609
90
$386K 0.07%
9,745
91
$376K 0.07%
9,454
-598
92
$376K 0.07%
4,245
+1,015
93
$363K 0.07%
8,630
+3,145
94
$357K 0.07%
13,557
-341
95
$339K 0.07%
3,202
+535
96
$333K 0.06%
7,410
+1,800
97
$291K 0.06%
2,935
98
$289K 0.06%
3,160
-360
99
$262K 0.05%
4,992
-297
100
$261K 0.05%
1,269
2 3
4
5 6