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
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.24%
13,340
+3,110
52
$1.22M 0.23%
12,197
-465
53
$1.21M 0.23%
8,683
+362
54
$1.15M 0.22%
18,700
+1,820
55
$1.1M 0.21%
17,999
-475
56
$1.08M 0.21%
31,578
-10,658
57
$1.08M 0.21%
9,505
-135
58
$1.04M 0.2%
12,955
59
$1.02M 0.2%
7,735
-452
60
$1.01M 0.19%
10,109
+398
61
$981K 0.19%
36,156
-1,300
62
$979K 0.19%
11,896
-1,105
63
$974K 0.19%
31,300
+4,345
64
$944K 0.18%
19,010
+11,050
65
$917K 0.18%
15,481
+1,185
66
$871K 0.17%
6,476
-500
67
$865K 0.17%
7,870
+1,080
68
$848K 0.16%
30,180
-365
69
$823K 0.16%
15,534
-2,620
70
$789K 0.15%
5,911
+240
71
$747K 0.14%
5,940
-452
72
$735K 0.14%
7,795
+1,230
73
$713K 0.14%
6,875
-1,260
74
$698K 0.13%
41,801
+26,985
75
$679K 0.13%
8,162
-555
1 2
3
4 5