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
$503M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.21M
3
+$2.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.28M

Top Sells

1
+$4.03M
2
+$1.68M
3
+$994K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$626K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$484K

Sector Composition

1 Industrials 2.61%
2 Healthcare 2.36%
3 Technology 2.16%
4 Consumer Staples 2.13%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.49%
45,556
-998
27
$2.33M 0.46%
114,096
-4,251
28
$2.17M 0.43%
28,849
-743
29
$2.14M 0.43%
18,936
-1,407
30
$2.11M 0.42%
50,475
+13,360
31
$2.01M 0.4%
36,287
+666
32
$2M 0.4%
56,470
+13,100
33
$1.97M 0.39%
17,531
+123
34
$1.96M 0.39%
18,625
+1,375
35
$1.91M 0.38%
15,139
+1,204
36
$1.9M 0.38%
24,407
-1,131
37
$1.88M 0.37%
71,276
+4,448
38
$1.79M 0.36%
37,362
+1,165
39
$1.7M 0.34%
22,290
+2,845
40
$1.65M 0.33%
12,560
-591
41
$1.65M 0.33%
66,695
+6,670
42
$1.44M 0.29%
6,618
-988
43
$1.37M 0.27%
31,948
-370
44
$1.36M 0.27%
42,236
-4,104
45
$1.32M 0.26%
26,676
-26
46
$1.26M 0.25%
12,662
+39
47
$1.24M 0.25%
89,652
-5,194
48
$1.23M 0.24%
35,035
-4,430
49
$1.17M 0.23%
52,315
+4,605
50
$1.17M 0.23%
16,880
-3,170
1
2
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