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
$540M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$499K
3
+$492K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$386K

Top Sells

1
+$2.29M
2
+$2.03M
3
+$1.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$393K

Sector Composition

1 Industrials 2.88%
2 Financials 2.4%
3 Technology 2.36%
4 Energy 2.33%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.45%
64,350
+610
27
$2.39M 0.44%
26,433
-276
28
$2.33M 0.43%
15,589
-201
29
$2.31M 0.43%
14,554
-25
30
$2.31M 0.43%
41,884
-1,830
31
$2.29M 0.42%
36,841
+304
32
$2.28M 0.42%
45,240
-1,155
33
$2.23M 0.41%
21,660
-1,560
34
$2.23M 0.41%
76,972
+852
35
$2.15M 0.4%
62,414
+3,704
36
$2.04M 0.38%
36,505
-1,158
37
$2M 0.37%
14,819
-1,224
38
$1.9M 0.35%
21,722
+912
39
$1.84M 0.34%
21,016
-702
40
$1.72M 0.32%
76,480
+1,560
41
$1.68M 0.31%
21,800
+491
42
$1.6M 0.3%
51,470
-8,445
43
$1.42M 0.26%
19,132
+547
44
$1.41M 0.26%
29,148
-1,530
45
$1.38M 0.26%
51,101
+120
46
$1.34M 0.25%
15,132
-882
47
$1.33M 0.25%
15,420
-20
48
$1.32M 0.24%
26,532
+240
49
$1.31M 0.24%
5,254
-681
50
$1.29M 0.24%
93,538
-850
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