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
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.52M
3
+$2.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$720K

Top Sells

1
+$11.8M
2
+$6.38M
3
+$3.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$844K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.5%
25,420
-533
27
$2.43M 0.46%
62,820
+3,870
28
$2.35M 0.44%
28,499
-104
29
$2.29M 0.43%
15,657
-328
30
$2.24M 0.42%
43,239
+13,875
31
$2.22M 0.42%
69,980
+2,135
32
$2.19M 0.41%
46,156
+965
33
$2.15M 0.41%
58,355
+955
34
$2.13M 0.4%
14,673
+423
35
$1.99M 0.38%
38,188
-295
36
$1.92M 0.36%
23,685
-355
37
$1.9M 0.36%
16,513
-815
38
$1.88M 0.36%
36,769
-108
39
$1.82M 0.34%
76,072
+1,896
40
$1.81M 0.34%
47,710
-95
41
$1.71M 0.32%
22,825
+970
42
$1.57M 0.3%
74,020
-1,710
43
$1.56M 0.29%
6,277
-133
44
$1.46M 0.28%
17,031
-30
45
$1.43M 0.27%
26,352
-24
46
$1.37M 0.26%
31,568
-235
47
$1.31M 0.25%
20,605
+1,385
48
$1.3M 0.25%
38,560
+1,150
49
$1.29M 0.24%
95,162
-480
50
$1.28M 0.24%
11,305
+25
1
2
3 4 5