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
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$509K
3
+$422K
4
PAA icon
Plains All American Pipeline
PAA
+$400K
5
CVS icon
CVS Health
CVS
+$380K

Top Sells

1
+$4.44M
2
+$3.08M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.37M

Sector Composition

1 Industrials 4.68%
2 Energy 3.61%
3 Healthcare 2.22%
4 Consumer Staples 1.69%
5 Technology 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.05%
4,585
102
$234K 0.05%
4,028
103
$231K 0.05%
4,523
-2,625
104
$224K 0.05%
8,905
105
$212K 0.05%
8,300
106
$210K 0.05%
5,614
-1,180
107
$206K 0.04%
3,521
108
$193K 0.04%
2,220
-300
109
$183K 0.04%
2,954
-353
110
$172K 0.04%
3,275
111
$171K 0.04%
2,580
112
$171K 0.04%
2,421
-80
113
$163K 0.04%
7,980
+360
114
$150K 0.03%
6,151
115
$142K 0.03%
3,267
-146
116
$127K 0.03%
2,590
-38
117
$123K 0.03%
3,210
-300
118
$123K 0.03%
2,790
-770
119
$121K 0.03%
2,300
120
$110K 0.02%
2,065
-100
121
$101K 0.02%
2,514
-769
122
– –
-1,815
123
– –
-8,780
124
– –
-6,226
125
– –
-1,249
2 3 4
5
6