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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.05%
2,667
-74
102
$257K 0.05%
2,080
-12,113
103
$244K 0.05%
8,905
104
$238K 0.05%
7,809
-11,491
105
$223K 0.05%
9,968
-1,450
106
$220K 0.04%
3,621
+100
107
$219K 0.04%
5,334
-280
108
$217K 0.04%
3,347
-626
109
$209K 0.04%
3,472
-556
110
$204K 0.04%
+2,465
111
$204K 0.04%
+5,576
112
$197K 0.04%
1,054
-3,350
113
$191K 0.04%
3,800
-1,794
114
$181K 0.04%
3,505
-1,080
115
$179K 0.04%
4,183
-2,086
116
$171K 0.04%
3,275
117
$169K 0.03%
2,580
118
$165K 0.03%
2,346
-75
119
$160K 0.03%
7,980
120
$158K 0.03%
+3,115
121
$157K 0.03%
1,920
-300
122
$142K 0.03%
3,267
123
$140K 0.03%
5,411
-740
124
$130K 0.03%
+6,607
125
$128K 0.03%
2,686
+96
2 3 4
5
6