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
151
– –
-7,444
152
– –
-655
3 4 5 6
7