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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$153K 0.03%
+1,215
127
$153K 0.03%
2,933
128
$152K 0.03%
1,245
129
$151K 0.03%
5,414
-734
130
$147K 0.03%
8,300
131
$143K 0.03%
6,607
132
$143K 0.03%
1,665
133
$140K 0.03%
2,145
-588
134
$137K 0.03%
1,000
135
$128K 0.02%
9,465
136
$122K 0.02%
2,485
-200
137
$119K 0.02%
2,020
-1,467
138
$115K 0.02%
2,557
139
$113K 0.02%
1,522
-262
140
$111K 0.02%
+2,407
141
$107K 0.02%
1,688
-237
142
$106K 0.02%
+1,470
143
$104K 0.02%
+655
144
$100K 0.02%
3,375
-451
145
– –
-1,508
146
– –
-12,650
147
– –
-15,247
148
– –
-1,021
149
– –
-1,920
150
– –
-1,139
3 4 5
6
7