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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.06%
1,020
-96
102
$348K 0.06%
2,224
-1,551
103
$332K 0.05%
6,575
-296
104
$327K 0.05%
4,075
+200
105
$295K 0.05%
8,772
-748
106
$261K 0.04%
2,998
+4
107
$255K 0.04%
9,870
-3,855
108
$254K 0.04%
2,092
+183
109
$251K 0.04%
4,305
-170
110
$249K 0.04%
3,354
-40
111
$242K 0.04%
1,785
+89
112
$241K 0.04%
5,182
-1
113
$236K 0.04%
3,410
-390
114
$222K 0.04%
4,078
-165
115
$216K 0.04%
3,608
-71
116
$210K 0.03%
1,363
+218
117
$198K 0.03%
3,570
118
$196K 0.03%
+2,398
119
$192K 0.03%
3,392
120
$192K 0.03%
2,033
+178
121
$191K 0.03%
2,915
122
$187K 0.03%
2,485
-130
123
$186K 0.03%
1,350
124
$181K 0.03%
3,783
-1,235
125
$174K 0.03%
2,053
+411
3 4
5
6 7