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
$489M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.75M
3
+$3.45M
4
BND icon
Vanguard Total Bond Market
BND
+$2.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M

Top Sells

1
+$2.76M
2
+$1.56M
3
+$1.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K
5
IYH icon
iShares US Healthcare ETF
IYH
+$458K

Sector Composition

1 Industrials 4.36%
2 Energy 3.47%
3 Healthcare 1.87%
4 Consumer Staples 1.67%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.4M 12.54%
2,231,440
+62,620
2
$43.8M 8.97%
1,062,402
+98,542
3
$43.8M 8.95%
539,397
+32,719
4
$26M 5.32%
151,864
+21,886
5
$25.1M 5.14%
456,102
+11,296
6
$21.5M 4.41%
192,196
+5,646
7
$19.1M 3.91%
177,178
+1,827
8
$17.2M 3.51%
314,688
+3,132
9
$17.1M 3.5%
91,016
+6,432
10
$17M 3.48%
241,074
+17,789
11
$16.4M 3.36%
311,896
+8,010
12
$16.2M 3.31%
398,537
+84,963
13
$12.4M 2.53%
116,455
+8,679
14
$12.1M 2.47%
251,283
-57,339
15
$10.8M 2.2%
160,307
+14,890
16
$7.26M 1.49%
83,571
-1,909
17
$4.81M 0.98%
40,473
+350
18
$4.46M 0.91%
115,228
-4,940
19
$4.3M 0.88%
172,148
-6,424
20
$4.11M 0.84%
55,891
-1,933
21
$3.34M 0.68%
33,985
+1,273
22
$3.31M 0.68%
34,092
-1,550
23
$3.21M 0.66%
40,677
+1,626
24
$3.09M 0.63%
18,935
-565
25
$3.03M 0.62%
31,357
-2,030
1
2 3 4 5