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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.05%
1,269
+270
102
$249K 0.05%
4,684
103
$243K 0.05%
5,289
+484
104
$235K 0.05%
5,610
+1,427
105
$234K 0.05%
2,770
-186
106
$229K 0.05%
5,485
+605
107
$225K 0.04%
4,275
-175
108
$218K 0.04%
5,740
+1,230
109
$217K 0.04%
2,660
110
$213K 0.04%
3,541
-70
111
$212K 0.04%
1,667
-864
112
$212K 0.04%
2,605
113
$211K 0.04%
7,519
114
$199K 0.04%
9,955
115
$193K 0.04%
2,520
+174
116
$181K 0.04%
3,669
-65
117
$181K 0.04%
4,284
-390
118
$178K 0.04%
+3,487
119
$176K 0.04%
3,100
+715
120
$175K 0.03%
+3,430
121
$168K 0.03%
2,792
-220
122
$167K 0.03%
3,275
123
$165K 0.03%
2,479
+5
124
$164K 0.03%
3,285
+22
125
$160K 0.03%
1,920
2 3 4
5
6