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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.35%
20,392
+406
27
$3.19M 0.35%
23,331
+815
28
$3.16M 0.35%
51,206
+1
29
$3.12M 0.34%
23,987
-451
30
$3.08M 0.34%
15,737
+28
31
$3.01M 0.33%
60,435
-1,067
32
$2.98M 0.33%
13,380
-22,922
33
$2.73M 0.3%
24,795
-1,209
34
$2.57M 0.28%
15,780
+340
35
$2.26M 0.25%
10,318
+24
36
$2.24M 0.25%
26,373
-7
37
$2.17M 0.24%
8,977
+542
38
$2.15M 0.24%
16,884
+651
39
$2.07M 0.23%
5,526
+1
40
$1.95M 0.21%
28,596
+181
41
$1.94M 0.21%
10,702
+340
42
$1.9M 0.21%
7,122
-72
43
$1.85M 0.2%
33,577
44
$1.83M 0.2%
20,840
+360
45
$1.78M 0.2%
8,387
46
$1.72M 0.19%
12,225
+295
47
$1.71M 0.19%
11,718
+361
48
$1.69M 0.19%
6,361
-89
49
$1.6M 0.18%
10,567
-35
50
$1.56M 0.17%
10,524
+1,288
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