Acropolis Investment Management, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+26,660
(5.8%)
New positions
14
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| Vanguard S&P 500 ETF SHS | 4,036 | 18.4% |
| VEA | 3,671 | 9.1% |
| IJH | 3,309 | 5.7% |
| VWO | 3,273 | 25.4% |
| BND | 3,234 | 8.0% |
| VNQ | 2,610 | 18.1% |
| IVV | 1,421 | 9.0% |
| MBB | 1,089 | 9.7% |
| TIP | 1,043 | 5.1% |
| EFA | 1,016 | 10.4% |
Top Reduces (Value $000, Stocks/ETFs)
| EPP | -2,338 | -16.2% |
| DEM | -1,701 | -47.6% |
| AMGN | -1,362 | -84.1% |
| SPY | -616 | -75.8% |
| IYH | -356 | -19.6% |
| Medtronic PLC | -329 | -100.0% |
| PFE | -323 | -57.6% |
| BA | -207 | -28.9% |
| CVX | -199 | -4.0% |
| FIRST CASH FINL SVCS INC | -183 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|