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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$101K 0.02%
+1,815
127
$100K 0.02%
+2,165
128
– –
-2,324
129
– –
-8,885
2 3 4 5
6