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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.36%
13,157
-306
27
$1.97M 0.32%
16,102
-708
28
$1.96M 0.32%
26,061
-200
29
$1.88M 0.3%
10,662
+94
30
$1.88M 0.3%
14,469
-454
31
$1.76M 0.28%
31,504
-490
32
$1.67M 0.27%
20,848
-93
33
$1.64M 0.26%
20,474
-695
34
$1.61M 0.26%
7,762
-37
35
$1.53M 0.25%
19,962
-643
36
$1.48M 0.24%
9,511
-99
37
$1.47M 0.24%
87,558
38
$1.45M 0.23%
17,108
-2,375
39
$1.45M 0.23%
29,800
-880
40
$1.43M 0.23%
9,540
-2,299
41
$1.43M 0.23%
4,143
-142
42
$1.4M 0.23%
11,508
-163
43
$1.39M 0.22%
27,680
+466
44
$1.36M 0.22%
8,879
-3,555
45
$1.23M 0.2%
4,469
-1,089
46
$1.2M 0.19%
28,023
-708
47
$1.18M 0.19%
8,137
+360
48
$1.12M 0.18%
11,821
49
$1.12M 0.18%
21,330
-819
50
$1.09M 0.17%
9,565
-113
1
2
3 4 5