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
151
– –
-2,890
152
– –
-5,760
153
– –
-3,230
154
– –
-2,640
155
– –
-1,500
156
– –
-3,218
3 4 5 6
7