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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$159K 0.03%
+2,385
127
$155K 0.03%
2,260
-320
128
$154K 0.03%
8,300
129
$144K 0.03%
7,980
130
$144K 0.03%
3,267
131
$132K 0.03%
5,005
-3,900
132
$132K 0.03%
6,607
133
$130K 0.03%
1,750
134
$130K 0.03%
2,300
135
$127K 0.03%
2,035
-2,930
136
$120K 0.02%
+1,021
137
$114K 0.02%
1,500
-5,090
138
$113K 0.02%
2,685
139
$105K 0.02%
+2,557
140
$101K 0.02%
+1,000
141
$101K 0.02%
+3,150
142
– –
-5,411
143
– –
-2,020
2 3 4 5
6