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
$535M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.66M
3
+$1.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$604K
2
+$447K
3
+$439K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
MNST icon
Monster Beverage
MNST
+$293K

Sector Composition

1 Energy 3.58%
2 Industrials 3.1%
3 Healthcare 2.39%
4 Consumer Staples 1.94%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.26%
28,042
+23,898
52
$1.33M 0.25%
33,218
+60
53
$1.29M 0.24%
49,236
-340
54
$1.28M 0.24%
8,261
-64
55
$1.25M 0.23%
12,673
-325
56
$1.23M 0.23%
34,250
57
$1.21M 0.23%
39,305
-1,525
58
$1.17M 0.22%
25,683
-9,685
59
$1.13M 0.21%
12,982
-180
60
$1.12M 0.21%
21,950
+7,910
61
$1.12M 0.21%
14,325
+1,465
62
$1.06M 0.2%
11,575
+1,210
63
$1.04M 0.19%
68,520
-9,040
64
$1.01M 0.19%
43,890
-12,702
65
$950K 0.18%
8,866
-260
66
$895K 0.17%
7,957
-1,161
67
$874K 0.16%
9,144
+485
68
$803K 0.15%
23,250
69
$767K 0.14%
15,732
70
$767K 0.14%
31,097
-7,070
71
$723K 0.14%
5,450
72
$703K 0.13%
11,606
+1,630
73
$666K 0.12%
4,140
-95
74
$654K 0.12%
15,161
-575
75
$652K 0.12%
11,691
+276
1 2
3
4 5