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
$615M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$654K
3
+$620K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$526K
5
PEP icon
PepsiCo
PEP
+$462K

Top Sells

1
+$10.9M
2
+$8.38M
3
+$3.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.27M

Sector Composition

1 Industrials 2.68%
2 Technology 2.32%
3 Healthcare 2.1%
4 Financials 2.02%
5 Energy 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.1M 14.01%
2,295,525
-291,210
2
$76.9M 12.52%
317,796
-7,371
3
$74M 12.03%
925,383
+15,362
4
$72.2M 11.74%
1,630,600
-189,300
5
$40.1M 6.52%
777,052
+4,079
6
$33.4M 5.44%
433,793
-48,200
7
$25.5M 4.14%
542,166
-69,643
8
$22.6M 3.68%
299,934
-21,279
9
$10.7M 1.74%
40,274
-13,871
10
$10.7M 1.74%
99,489
-2,437
11
$9.75M 1.59%
181,830
+720
12
$7.17M 1.17%
65,557
-889
13
$6.42M 1.05%
92,179
-9,141
14
$6.11M 0.99%
157,616
-2,008
15
$5.52M 0.9%
52,758
-3,767
16
$4.43M 0.72%
85,876
-200
17
$3.93M 0.64%
75,543
-2,327
18
$3.58M 0.58%
39,196
+1,378
19
$3.4M 0.55%
15,866
-1,279
20
$3.19M 0.52%
24,917
+534
21
$2.95M 0.48%
24,619
-105
22
$2.9M 0.47%
97,677
+6,879
23
$2.82M 0.46%
42,854
-1,690
24
$2.78M 0.45%
66,220
-2,352
25
$2.63M 0.43%
18,942
+905
1
2 3 4 5