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
$462M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$41.5M
3
+$35.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$24.3M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.58%
2 Energy 2.65%
3 Healthcare 2.03%
4 Consumer Staples 1.96%
5 Technology 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.4M 11.78%
+2,353,695
2
$41.5M 9%
+513,575
3
$35.2M 7.62%
+988,301
4
$24.3M 5.26%
+537,200
5
$21.7M 4.69%
+193,308
6
$21.6M 4.69%
+201,879
7
$18.5M 4.01%
+344,012
8
$18.1M 3.93%
+123,730
9
$17.7M 3.84%
+110,158
10
$17M 3.67%
+322,930
11
$15.3M 3.32%
+222,730
12
$13.9M 3%
+322,132
13
$12.4M 2.69%
+319,047
14
$10.4M 2.25%
+98,529
15
$10.1M 2.2%
+176,899
16
$8.06M 1.75%
+106,375
17
$5.22M 1.13%
+44,145
18
$4.74M 1.03%
+225,616
19
$4.54M 0.98%
+139,740
20
$3.99M 0.86%
+68,179
21
$3.58M 0.78%
+74,082
22
$3.55M 0.77%
+52,257
23
$3.52M 0.76%
+41,952
24
$3.36M 0.73%
+39,129
25
$3.22M 0.7%
+120,573
1
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