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
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$509K
3
+$422K
4
PAA icon
Plains All American Pipeline
PAA
+$400K
5
CVS icon
CVS Health
CVS
+$380K

Top Sells

1
+$4.44M
2
+$3.08M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.37M

Sector Composition

1 Industrials 4.68%
2 Energy 3.61%
3 Healthcare 2.22%
4 Consumer Staples 1.69%
5 Technology 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 12.55%
2,168,820
-165,950
2
$40.6M 8.77%
506,678
+25,877
3
$40.2M 8.69%
963,860
-56,867
4
$24.3M 5.25%
444,806
-56,508
5
$22M 4.75%
129,978
-17,212
6
$20.5M 4.43%
186,550
+2,869
7
$18.7M 4.04%
175,351
-12,547
8
$16.8M 3.63%
311,556
-23,568
9
$16M 3.47%
303,886
-25,916
10
$15.7M 3.4%
84,584
-15,312
11
$14.4M 3.12%
308,622
-24,449
12
$14.4M 3.12%
223,285
-10,610
13
$12.9M 2.79%
313,574
-19,151
14
$11.3M 2.44%
107,776
+4,037
15
$9.76M 2.11%
145,417
-22,900
16
$7.3M 1.58%
85,480
-12,220
17
$5.01M 1.08%
40,123
-2,913
18
$4.51M 0.97%
120,168
-7,832
19
$4.41M 0.95%
178,572
-26,432
20
$4.14M 0.9%
57,824
-6,294
21
$3.58M 0.77%
70,051
-6,650
22
$3.31M 0.72%
35,642
-4,700
23
$3.14M 0.68%
33,387
-3,630
24
$3M 0.65%
32,712
-3,362
25
$2.96M 0.64%
39,051
-4,464
1
2 3 4 5