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
$535M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.66M
3 +$1.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1 +$604K
2 +$447K
3 +$439K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
MNST icon
Monster Beverage
MNST
+$293K

Sector Composition

1 Energy 3.58%
2 Industrials 3.1%
3 Healthcare 2.39%
4 Consumer Staples 1.94%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.75M 0.51%
26,718
-1,122
27
$2.7M 0.5%
31,717
+228
28
$2.61M 0.49%
40,165
+1,555
29
$2.42M 0.45%
76,520
30
$2.42M 0.45%
44,536
+1,660
31
$2.39M 0.45%
24,505
-760
32
$2.36M 0.44%
29,720
-937
33
$2.31M 0.43%
18,556
+1,764
34
$2.24M 0.42%
11,034
-933
35
$2.24M 0.42%
67,930
36
$2.06M 0.39%
25,730
37
$1.94M 0.36%
12,671
+235
38
$1.9M 0.36%
23,213
-1,002
39
$1.9M 0.35%
45,164
+390
40
$1.85M 0.35%
13,612
-1,504
41
$1.8M 0.34%
58,004
-1,168
42
$1.74M 0.33%
23,768
-2,061
43
$1.7M 0.32%
16,500
+390
44
$1.69M 0.32%
12,285
+50
45
$1.63M 0.31%
15,110
+1,550
46
$1.62M 0.3%
39,012
-1,810
47
$1.61M 0.3%
28,452
-320
48
$1.54M 0.29%
37,836
+3,490
49
$1.47M 0.27%
18,810
+120
50
$1.42M 0.27%
17,328
-675