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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.23M
3
+$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1
+$1.74M
2
+$1.25M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.37%
18,286
-4,605
27
$2.16M 0.35%
12,295
-2,300
28
$2.15M 0.35%
14,527
+240
29
$2.07M 0.34%
16,470
-3,215
30
$2.03M 0.33%
38,610
-2,522
31
$1.89M 0.31%
23,082
-2,700
32
$1.77M 0.29%
29,986
-675
33
$1.72M 0.28%
30,735
-11,615
34
$1.66M 0.27%
30,036
-8,724
35
$1.66M 0.27%
26,353
-7,159
36
$1.66M 0.27%
20,716
-399
37
$1.53M 0.25%
14,831
-3,990
38
$1.5M 0.25%
40,750
-13,780
39
$1.49M 0.24%
4,800
-114
40
$1.49M 0.24%
88,848
-2,380
41
$1.48M 0.24%
10,669
-2,735
42
$1.43M 0.23%
12,828
-1,635
43
$1.4M 0.23%
8,569
-1,668
44
$1.39M 0.23%
27,562
-692
45
$1.37M 0.22%
7,233
-1,919
46
$1.3M 0.21%
15,397
-5,680
47
$1.29M 0.21%
14,313
-4,634
48
$1.28M 0.21%
10,228
-454
49
$1.26M 0.21%
28,118
50
$1.25M 0.2%
6,088
-40
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2
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