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
$511M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$965K
3
+$923K
4
DE icon
Deere & Co
DE
+$823K
5
MBB icon
iShares MBS ETF
MBB
+$611K

Top Sells

1
+$2.42M
2
+$2.24M
3
+$1.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.27M

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.48%
3 Technology 1.9%
4 Energy 1.86%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.1M 13.52%
2,304,000
-42,345
2
$55.4M 10.84%
681,769
+16,134
3
$53.7M 10.5%
1,353,611
-9,282
4
$32.8M 6.41%
173,462
+4,890
5
$27.4M 5.36%
464,886
-4,828
6
$24.7M 4.83%
220,205
+3,512
7
$20.6M 4.03%
504,089
+10,183
8
$18.6M 3.63%
248,554
+2,631
9
$17.5M 3.43%
161,437
+5,627
10
$16.9M 3.3%
154,934
-5,997
11
$15.4M 3%
291,646
-8,582
12
$14.7M 2.87%
269,478
-5,532
13
$14.6M 2.85%
70,361
-7,158
14
$9.1M 1.78%
143,328
-3,156
15
$7.02M 1.37%
76,122
-62
16
$4.94M 0.97%
173,668
-8,176
17
$4.04M 0.79%
94,820
-3,980
18
$3.52M 0.69%
36,478
-1,313
19
$3.17M 0.62%
25,794
-1,254
20
$3.14M 0.61%
103,196
+3,327
21
$3.13M 0.61%
32,083
-372
22
$2.81M 0.55%
23,050
-348
23
$2.81M 0.55%
118,689
+1,839
24
$2.75M 0.54%
26,678
-40
25
$2.64M 0.52%
39,170
-995
1
2 3 4 5