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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.03%
2,733
+433
127
$155K 0.03%
8,300
128
$155K 0.03%
6,148
-1,015
129
$152K 0.03%
2,030
+280
130
$151K 0.03%
+1,245
131
$150K 0.03%
2,933
-334
132
$136K 0.03%
1,000
133
$134K 0.03%
6,607
134
$133K 0.03%
1,784
-1,055
135
$133K 0.03%
7,980
136
$131K 0.03%
1,665
-945
137
$123K 0.02%
2,685
138
$122K 0.02%
+9,465
139
$112K 0.02%
3,826
-1,179
140
$108K 0.02%
1,925
-110
141
$106K 0.02%
2,557
142
$105K 0.02%
+1,139
143
$104K 0.02%
1,021
144
$101K 0.02%
1,508
-752
145
– –
-6,170
146
– –
-1,500
147
– –
-3,150
148
– –
-1,380
2 3 4 5
6