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
$516M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.05M
3
+$1.89M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$919K

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1.06M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$637K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$519K

Sector Composition

1 Energy 3.69%
2 Industrials 3.35%
3 Healthcare 2.32%
4 Consumer Staples 2.03%
5 Technology 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.7M 13.14%
2,339,095
+57,815
2
$53.2M 10.31%
645,684
+24,831
3
$49.6M 9.62%
1,309,628
+74,422
4
$30.7M 5.96%
163,088
+1,783
5
$26.5M 5.14%
464,492
+1,848
6
$24M 4.66%
214,543
+5,282
7
$20.3M 3.95%
251,220
-659
8
$19M 3.69%
475,406
+22,953
9
$17.9M 3.48%
162,949
-9,593
10
$16.4M 3.18%
149,939
+5,735
11
$16.2M 3.14%
78,157
-1,246
12
$15.3M 2.97%
280,206
-9,500
13
$15.3M 2.96%
290,720
+12,340
14
$9.48M 1.84%
155,900
+3,986
15
$6.64M 1.29%
70,789
-2,870
16
$4.35M 0.84%
38,799
-2,397
17
$4.34M 0.84%
155,708
-5,176
18
$4.27M 0.83%
102,360
-6,640
19
$3.59M 0.7%
98,951
-2,294
20
$3.43M 0.66%
32,772
-1,662
21
$3.31M 0.64%
115,569
-4,995
22
$3.19M 0.62%
29,092
-895
23
$3.07M 0.6%
42,420
-2,118
24
$3.06M 0.59%
30,288
-1,620
25
$2.91M 0.56%
31,489
-2,475
1
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