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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.05%
6,393
-1,213
102
$262K 0.05%
5,460
103
$261K 0.05%
1,269
104
$243K 0.05%
2,270
-912
105
$241K 0.05%
3,800
-1,192
106
$239K 0.05%
7,519
107
$235K 0.05%
4,615
-1,505
108
$235K 0.05%
4,445
109
$230K 0.05%
+2,068
110
$227K 0.04%
4,199
-55
111
$223K 0.04%
3,870
+445
112
$220K 0.04%
3,354
+4
113
$196K 0.04%
4,029
-71
114
$191K 0.04%
4,558
-6,807
115
$183K 0.04%
1,490
+245
116
$182K 0.04%
7,980
117
$170K 0.03%
1,215
118
$166K 0.03%
3,560
-467
119
$165K 0.03%
3,275
120
$162K 0.03%
6,428
+3,976
121
$160K 0.03%
2,133
-2,927
122
$157K 0.03%
3,785
+1,483
123
$153K 0.03%
2,302
-631
124
$141K 0.03%
5,129
+4,129
125
$141K 0.03%
2,933
-2,481
3 4
5
6 7