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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.05%
6,794
+220
102
$252K 0.05%
+8,300
103
$241K 0.05%
3,971
-825
104
$236K 0.05%
4,585
105
$228K 0.05%
8,905
106
$226K 0.05%
+5,225
107
$218K 0.05%
2,520
+500
108
$218K 0.05%
4,028
-3,080
109
$191K 0.04%
3,307
-160
110
$185K 0.04%
1,815
-1,730
111
$182K 0.04%
3,521
+192
112
$174K 0.04%
2,501
113
$171K 0.04%
2,580
114
$171K 0.04%
4,674
-62
115
$164K 0.03%
+3,275
116
$157K 0.03%
3,560
+150
117
$155K 0.03%
6,151
-1,482
118
$129K 0.03%
7,620
119
$126K 0.03%
3,413
120
$124K 0.03%
3,283
121
$123K 0.03%
2,628
+76
122
$121K 0.03%
3,510
+600
123
$112K 0.02%
2,128
124
$112K 0.02%
1,249
125
$103K 0.02%
+2,300
2 3 4
5
6