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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.44%
63,750
-600
27
$2.47M 0.43%
46,902
-3,468
28
$2.44M 0.43%
15,274
-315
29
$2.44M 0.43%
37,080
+239
30
$2.39M 0.42%
14,355
-199
31
$2.27M 0.4%
20,805
-855
32
$2.26M 0.39%
40,530
-1,354
33
$2.24M 0.39%
44,365
-875
34
$2.13M 0.37%
35,592
-913
35
$2.11M 0.37%
25,781
-652
36
$1.98M 0.35%
14,378
-441
37
$1.87M 0.33%
21,537
-185
38
$1.82M 0.32%
75,105
-1,375
39
$1.73M 0.3%
58,703
-3,711
40
$1.69M 0.29%
20,796
-220
41
$1.66M 0.29%
21,205
-595
42
$1.54M 0.27%
28,878
-270
43
$1.53M 0.27%
19,382
+250
44
$1.53M 0.27%
9,240
+677
45
$1.44M 0.25%
14,682
-450
46
$1.39M 0.24%
27,782
+1,250
47
$1.39M 0.24%
92,758
-780
48
$1.37M 0.24%
9,072
+130
49
$1.35M 0.24%
5,065
-189
50
$1.35M 0.24%
11,242
+215
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2
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