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
$478M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.28M
3
+$1.24M
4
EEP
Enbridge Energy Partners
EEP
+$1.08M
5
EPD icon
Enterprise Products Partners
EPD
+$1M

Top Sells

1
+$2.65M
2
+$2.24M
3
+$1.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M

Sector Composition

1 Industrials 4.54%
2 Energy 3.48%
3 Healthcare 2.06%
4 Consumer Staples 1.69%
5 Technology 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 12.12%
2,334,770
-18,925
2
$40.4M 8.45%
1,020,727
+32,426
3
$38.9M 8.13%
480,801
-32,774
4
$25M 5.23%
501,314
-35,886
5
$22.7M 4.74%
147,190
+23,460
6
$20.7M 4.32%
183,681
-9,627
7
$20.1M 4.21%
187,898
-13,981
8
$18.1M 3.78%
335,124
-8,888
9
$17.4M 3.63%
329,802
+6,872
10
$16.9M 3.53%
99,896
-10,262
11
$15.9M 3.32%
333,071
+10,939
12
$15.5M 3.24%
233,895
+11,165
13
$13.4M 2.79%
332,725
+13,678
14
$11M 2.3%
103,739
+5,210
15
$10.7M 2.25%
168,317
-8,582
16
$7.65M 1.6%
97,700
-8,675
17
$5.23M 1.09%
43,036
-1,109
18
$4.58M 0.96%
205,004
-20,612
19
$4.45M 0.93%
128,000
-11,740
20
$4.35M 0.91%
64,118
-4,061
21
$3.96M 0.83%
76,701
+2,619
22
$3.19M 0.67%
37,017
-4,935
23
$3.13M 0.65%
36,074
-3,055
24
$3.12M 0.65%
40,342
-11,915
25
$3.04M 0.64%
43,515
-39
1
2 3 4 5