AIM

Acropolis Investment Management Portfolio holdings

AUM $2.26B
1-Year Est. Return 14.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.64%
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
+$1.33M
2
+$998K
3
+$942K
4
DE icon
Deere & Co
DE
+$771K
5
MBB icon
iShares MBS ETF
MBB
+$616K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M

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%
4,750
+2,465
128
$116K 0.02%
3,042
-2,677
129
$112K 0.02%
2,285
+640
130
$106K 0.02%
+1,571
131
– –
-1,295
132
– –
-45,164
133
– –
-9,858
134
– –
-1,366
135
– –
-11,691
136
– –
-8,459
137
– –
-655
138
– –
-7,444
139
– –
-1,755
140
– –
-1,349
141
– –
-67,930
142
– –
-76,520
143
– –
-1,480
144
– –
-1,664
145
– –
-34,250
146
– –
-3,430
147
– –
-9,465
148
– –
-3,828
149
– –
-12,480
150
– –
-8,300
3 4 5
6
7