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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.4%
73,110
-2,931
27
$2.81M 0.39%
19,314
-626
28
$2.77M 0.38%
16,946
-690
29
$2.65M 0.37%
157,718
+156
30
$2.57M 0.36%
15,505
+658
31
$2.25M 0.31%
24,502
-402
32
$1.94M 0.27%
16,263
+301
33
$1.82M 0.25%
30,261
-1,379
34
$1.81M 0.25%
29,628
-465
35
$1.77M 0.24%
19,008
-518
36
$1.75M 0.24%
9,332
+577
37
$1.74M 0.24%
12,737
-754
38
$1.63M 0.22%
27,940
-216
39
$1.6M 0.22%
17,483
+15,293
40
$1.59M 0.22%
8,927
41
$1.59M 0.22%
4,087
+1
42
$1.56M 0.22%
9,009
-182
43
$1.56M 0.22%
7,533
-394
44
$1.55M 0.21%
11,501
+1,108
45
$1.53M 0.21%
12,176
+434
46
$1.51M 0.21%
10,237
-392
47
$1.49M 0.21%
25,490
-734
48
$1.48M 0.21%
14,886
-6
49
$1.38M 0.19%
25,355
-2,325
50
$1.34M 0.19%
24,955
+658
1
2
3 4 5