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
$462M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$41.5M
3
+$35.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$24.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.58%
2 Energy 2.65%
3 Healthcare 2.03%
4 Consumer Staples 1.96%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$171K 0.04%
+4,736
102
$171K 0.04%
+3,467
103
$163K 0.04%
+2,580
104
$151K 0.03%
+2,501
105
$130K 0.03%
+3,410
106
$129K 0.03%
+3,283
107
$128K 0.03%
+2,552
108
$122K 0.03%
+7,620
109
$119K 0.03%
+2,128
110
$116K 0.03%
+3,413
111
$114K 0.02%
+2,324
112
$107K 0.02%
+1,249
113
$102K 0.02%
+2,910
114
$100K 0.02%
+8,885
1 2 3 4
5