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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$259K 0.05%
2,956
-4,215
102
$253K 0.05%
4,684
-1,614
103
$250K 0.05%
3,611
-415
104
$234K 0.05%
4,450
+945
105
$225K 0.05%
2,839
-4,878
106
$220K 0.04%
2,610
-1,430
107
$220K 0.04%
+2,660
108
$213K 0.04%
+9,955
109
$212K 0.04%
7,519
-290
110
$211K 0.04%
+2,605
111
$204K 0.04%
4,674
-660
112
$203K 0.04%
+4,880
113
$201K 0.04%
2,346
114
$199K 0.04%
+4,805
115
$196K 0.04%
999
-55
116
$195K 0.04%
3,734
-66
117
$191K 0.04%
3,012
-460
118
$181K 0.04%
4,183
119
$178K 0.04%
3,275
120
$178K 0.04%
7,163
-2,805
121
$169K 0.03%
+4,510
122
$165K 0.03%
2,474
-873
123
$163K 0.03%
1,380
-700
124
$162K 0.03%
1,920
125
$160K 0.03%
3,263
+577
2 3 4
5
6