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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 0.37%
13,285
+1,343
27
$3.72M 0.36%
23,463
+212
28
$3.67M 0.36%
78,033
-2,601
29
$3.6M 0.35%
35,417
-2,138
30
$3.42M 0.33%
20,786
-404
31
$3.42M 0.33%
60,916
-1,151
32
$3.31M 0.32%
22,439
+3
33
$3.16M 0.31%
10,911
+1,261
34
$3.14M 0.3%
51,864
+726
35
$3.12M 0.3%
13,608
-250
36
$2.8M 0.27%
18,011
+107
37
$2.74M 0.27%
15,940
+180
38
$2.59M 0.25%
26,092
-164
39
$2.57M 0.25%
5,999
-4
40
$2.42M 0.23%
8,903
+293
41
$2.35M 0.23%
19,200
-1,420
42
$2.35M 0.23%
6,752
+398
43
$2.34M 0.23%
10,010
-74
44
$2.27M 0.22%
7,146
-185
45
$2.11M 0.2%
12,696
+476
46
$2.03M 0.2%
8,387
47
$2.01M 0.2%
11,419
+186
48
$2M 0.19%
18,520
-4,960
49
$1.96M 0.19%
6,655
+420
50
$1.96M 0.19%
13,081
+526
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