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
$501M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.53M
3
+$2.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.54M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.41M

Top Sells

1
+$2.32M
2
+$723K
3
+$489K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$467K
5
T icon
AT&T
T
+$463K

Sector Composition

1 Energy 4.06%
2 Industrials 3.42%
3 Healthcare 2.21%
4 Technology 2.03%
5 Consumer Staples 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.4M 12.44%
2,281,280
+47,485
2
$50.9M 10.15%
620,853
+49,763
3
$49.1M 9.79%
1,235,206
+88,803
4
$29.1M 5.81%
161,305
+8,508
5
$24.1M 4.81%
462,644
+22,090
6
$23.5M 4.68%
209,261
+12,616
7
$18.9M 3.76%
452,453
+25,408
8
$18.8M 3.75%
172,542
-1,980
9
$18.1M 3.61%
251,879
+7,011
10
$15.8M 3.16%
289,706
+2,938
11
$15.7M 3.14%
79,403
-197
12
$15.6M 3.11%
144,204
+20,233
13
$14.7M 2.92%
278,380
-1,984
14
$9.74M 1.94%
151,914
+9,960
15
$6.63M 1.32%
73,659
-2,952
16
$4.92M 0.98%
41,196
+1,691
17
$4.32M 0.86%
109,000
-2,128
18
$4.3M 0.86%
160,884
+1,072
19
$3.67M 0.73%
34,434
-39
20
$3.52M 0.7%
101,245
+1,772
21
$3.35M 0.67%
29,987
-780
22
$3.19M 0.64%
33,964
+2,890
23
$3.07M 0.61%
120,564
+8,694
24
$2.97M 0.59%
29,637
-1,240
25
$2.96M 0.59%
44,538
-4,975
1
2 3 4 5