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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.05%
3,155
+495
102
$260K 0.05%
6,540
+800
103
$240K 0.05%
5,130
-1,320
104
$237K 0.05%
4,194
-490
105
$236K 0.05%
4,445
+170
106
$233K 0.05%
2,605
107
$230K 0.04%
3,541
108
$222K 0.04%
7,519
109
$214K 0.04%
10,495
+540
110
$211K 0.04%
2,667
-345
111
$210K 0.04%
1,617
-50
112
$201K 0.04%
4,144
-140
113
$197K 0.04%
3,150
-305
114
$197K 0.04%
4,680
-4,100
115
$190K 0.04%
4,050
+381
116
$186K 0.04%
3,430
117
$186K 0.04%
3,979
+694
118
$182K 0.04%
1,925
-845
119
$179K 0.03%
2,483
+4
120
$178K 0.03%
2,792
121
$170K 0.03%
3,365
+265
122
$158K 0.03%
3,275
123
$157K 0.03%
7,980
124
$157K 0.03%
+1,480
125
$155K 0.03%
2,030
3 4
5
6 7