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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.42%
17,532
-115
27
$2.65M 0.42%
18,987
-293
28
$2.49M 0.39%
52,448
-2,440
29
$2.47M 0.39%
75,924
-1,260
30
$1.97M 0.31%
32,869
-371
31
$1.91M 0.3%
15,486
-731
32
$1.86M 0.29%
13,539
-230
33
$1.79M 0.28%
10,287
-393
34
$1.78M 0.28%
20,439
-147
35
$1.69M 0.27%
11,060
-2,310
36
$1.65M 0.26%
22,244
-2,013
37
$1.64M 0.26%
30,795
-677
38
$1.55M 0.24%
16,742
-440
39
$1.51M 0.24%
29,285
-2,615
40
$1.5M 0.24%
7,818
-80
41
$1.5M 0.24%
26,946
+140
42
$1.42M 0.22%
9,400
-35
43
$1.41M 0.22%
11,477
-95
44
$1.4M 0.22%
8,927
-780
45
$1.38M 0.22%
28,940
-1,140
46
$1.35M 0.21%
19,703
-307
47
$1.32M 0.21%
7,986
+58
48
$1.26M 0.2%
11,277
-231
49
$1.22M 0.19%
23,675
-825
50
$1.19M 0.19%
3,971
-191
1
2
3 4 5