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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$835K 0.14%
5,927
+2,825
77
$832K 0.14%
50,445
+19,740
78
$808K 0.13%
6,756
-1,500
79
$804K 0.13%
12,335
+770
80
$763K 0.12%
5,620
-72
81
$696K 0.11%
12,016
+5,750
82
$695K 0.11%
4,239
+4
83
$688K 0.11%
19,920
-3,750
84
$593K 0.1%
4,037
85
$588K 0.1%
11,360
-3,740
86
$572K 0.09%
10,862
-450
87
$562K 0.09%
4,815
-844
88
$522K 0.08%
2,618
89
$472K 0.08%
8,134
90
$462K 0.08%
7,842
91
$456K 0.07%
16,926
-1,009
92
$445K 0.07%
5,324
93
$441K 0.07%
4,841
94
$438K 0.07%
15,328
-1,450
95
$413K 0.07%
5,215
-4,530
96
$405K 0.07%
3,675
-2,445
97
$392K 0.06%
+8,700
98
$391K 0.06%
1,485
99
$391K 0.06%
11,670
100
$357K 0.06%
7,620
2 3
4
5 6