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
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.44%
58,950
+2,480
27
$2.26M 0.43%
27,046
+2,639
28
$2.23M 0.43%
15,985
+846
29
$2.23M 0.43%
28,603
-246
30
$2.23M 0.43%
75,730
+9,035
31
$2.2M 0.42%
57,400
+6,925
32
$2.19M 0.42%
45,191
-365
33
$2.06M 0.4%
38,483
+1,121
34
$2.06M 0.4%
14,250
+1,690
35
$2.04M 0.39%
36,877
+590
36
$2.02M 0.39%
74,176
+2,900
37
$1.92M 0.37%
17,328
-203
38
$1.88M 0.36%
21,855
+3,230
39
$1.85M 0.36%
24,040
+1,750
40
$1.78M 0.34%
47,805
-1,160
41
$1.71M 0.33%
67,845
+15,530
42
$1.65M 0.32%
37,410
+2,375
43
$1.56M 0.3%
29,364
-19,191
44
$1.48M 0.29%
17,061
-1,875
45
$1.42M 0.27%
6,410
-208
46
$1.41M 0.27%
31,803
-145
47
$1.36M 0.26%
26,376
-300
48
$1.33M 0.26%
19,220
+3,445
49
$1.3M 0.25%
11,280
+970
50
$1.3M 0.25%
95,642
+5,990
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