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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$118K 0.02%
2,300
127
$117K 0.02%
+1,750
128
$111K 0.02%
8,300
129
$105K 0.02%
2,020
-45
130
$101K 0.02%
2,685
-525
131
$100K 0.02%
+2,451
132
– –
-2,790
133
– –
-2,954
134
– –
-5,728
135
– –
-2,514
2 3 4 5
6