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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$173K 0.03%
1,804
-74
127
$168K 0.03%
3,430
-200
128
$158K 0.03%
1,006
-60
129
$155K 0.03%
2,364
-75
130
$151K 0.02%
952
-80
131
$138K 0.02%
971
132
$127K 0.02%
1,642
133
$126K 0.02%
1,223
134
$122K 0.02%
1,953
135
$113K 0.02%
1,487
136
$111K 0.02%
3,555
-630
137
$111K 0.02%
2,493
-293
138
$110K 0.02%
1,355
139
$108K 0.02%
1,067
+3
140
$108K 0.02%
800
141
$105K 0.02%
1,055
142
$102K 0.02%
+1,811
143
$101K 0.02%
+934
144
$100K 0.02%
+3,350
145
– –
-1,081
146
– –
-934
147
– –
-1,541
148
– –
-5,276
149
– –
-5,868
150
– –
-5,752
3 4 5
6
7