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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$139K 0.03%
1,000
-2,125
127
$116K 0.02%
3,042
-2,677
128
$116K 0.02%
4,750
+2,465
129
$112K 0.02%
2,285
+640
130
$106K 0.02%
+1,571
131
– –
-8,459
132
– –
-11,691
133
– –
-1,508
134
– –
-9,745
135
– –
-8,300
136
– –
-12,480
137
– –
-34,250
138
– –
-1,914
139
– –
-9,465
140
– –
-3,430
141
– –
-1,366
142
– –
-9,858
143
– –
-45,164
144
– –
-1,295
145
– –
-1,664
146
– –
-1,480
147
– –
-76,520
148
– –
-67,930
149
– –
-1,349
150
– –
-1,755
3 4 5
6
7