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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.1%
12,530
+4,375
77
$505K 0.1%
+4,055
78
$500K 0.1%
5,986
-825
79
$499K 0.1%
13,126
+2,356
80
$452K 0.09%
+6,550
81
$439K 0.09%
9,790
-1,390
82
$431K 0.08%
4,895
+1,410
83
$419K 0.08%
3,612
84
$408K 0.08%
2,575
-1,565
85
$405K 0.08%
3,181
-350
86
$403K 0.08%
+12,170
87
$397K 0.08%
4,585
+1,935
88
$391K 0.08%
7,539
-2,330
89
$384K 0.08%
+2,930
90
$376K 0.07%
2,759
-300
91
$370K 0.07%
3,825
+975
92
$353K 0.07%
3,535
+600
93
$332K 0.06%
12,520
-1,037
94
$324K 0.06%
4,375
-595
95
$310K 0.06%
8,585
+975
96
$304K 0.06%
3,990
97
$297K 0.06%
7,439
98
$292K 0.06%
14,045
99
$288K 0.06%
2,077
-794
100
$279K 0.05%
3,816
-260
2 3
4
5 6