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
$495M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.61M
3
+$1.23M
4
WFC icon
Wells Fargo
WFC
+$1.12M
5
AXP icon
American Express
AXP
+$953K

Top Sells

1
+$7.45M
2
+$2.25M
3
+$1.67M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.54M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.25M

Sector Composition

1 Energy 3.99%
2 Industrials 3.67%
3 Healthcare 2.1%
4 Technology 1.84%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.9M 12.9%
2,233,795
+2,355
2
$48.8M 9.85%
1,146,403
+84,001
3
$47M 9.48%
571,090
+31,693
4
$27.4M 5.53%
152,797
+933
5
$24.7M 4.98%
440,554
-15,548
6
$22.7M 4.58%
196,645
+4,449
7
$19.1M 3.85%
174,522
-2,656
8
$18.4M 3.72%
427,045
+28,508
9
$18.3M 3.7%
244,868
+3,794
10
$15.8M 3.19%
286,768
-27,920
11
$15.7M 3.17%
79,600
-11,416
12
$14.8M 2.99%
280,364
-31,532
13
$13.4M 2.71%
123,971
+7,516
14
$9.71M 1.96%
141,954
-18,353
15
$6.92M 1.4%
76,611
-6,960
16
$5.16M 1.04%
39,505
-968
17
$4.93M 1%
100,118
-151,165
18
$4.52M 0.91%
111,128
-4,100
19
$4.2M 0.85%
159,812
-12,336
20
$3.61M 0.73%
34,473
+488
21
$3.6M 0.73%
49,513
-6,378
22
$3.17M 0.64%
30,767
-3,325
23
$3.13M 0.63%
31,074
+1,592
24
$3.13M 0.63%
30,877
-480
25
$3.07M 0.62%
99,473
+6,609
1
2 3 4 5