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
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.52M
3
+$2.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$720K

Top Sells

1
+$11.8M
2
+$6.38M
3
+$3.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$844K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.23%
11,922
-275
52
$1.19M 0.23%
14,305
+965
53
$1.15M 0.22%
8,778
+95
54
$1.1M 0.21%
18,060
-640
55
$1.09M 0.21%
9,505
56
$1.08M 0.2%
16,683
-1,316
57
$1.07M 0.2%
10,106
-3
58
$1.05M 0.2%
7,523
-212
59
$1.05M 0.2%
12,955
60
$1.04M 0.2%
32,380
+1,080
61
$1.03M 0.19%
30,001
-1,577
62
$988K 0.19%
22,860
+3,850
63
$958K 0.18%
15,421
-60
64
$929K 0.18%
35,280
-876
65
$900K 0.17%
8,005
+135
66
$885K 0.17%
29,830
-350
67
$883K 0.17%
6,426
-50
68
$874K 0.17%
10,326
-1,570
69
$870K 0.16%
49,481
+7,680
70
$860K 0.16%
9,450
+1,655
71
$832K 0.16%
14,204
-1,330
72
$814K 0.15%
6,376
+465
73
$681K 0.13%
5,660
-280
74
$673K 0.13%
7,556
+31
75
$673K 0.13%
7,907
-255
1 2
3
4 5