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
$540M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$499K
3
+$492K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$386K

Top Sells

1
+$2.29M
2
+$2.03M
3
+$1.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$393K

Sector Composition

1 Industrials 2.88%
2 Financials 2.4%
3 Technology 2.36%
4 Energy 2.33%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.24%
11,027
-158
52
$1.29M 0.24%
35,961
-414
53
$1.26M 0.23%
11,172
-3,472
54
$1.23M 0.23%
8,563
+127
55
$1.22M 0.23%
8,942
+817
56
$1.2M 0.22%
38,962
+4,507
57
$1.18M 0.22%
6,859
-504
58
$1.18M 0.22%
8,780
-150
59
$1.17M 0.22%
16,355
+1,770
60
$1.13M 0.21%
10,773
-519
61
$1.11M 0.2%
27,227
+2,207
62
$1.07M 0.2%
10,278
+882
63
$1.04M 0.19%
15,043
-849
64
$1.03M 0.19%
12,955
65
$1.01M 0.19%
28,928
+347
66
$968K 0.18%
7,905
+4,595
67
$961K 0.18%
31,964
-1,536
68
$921K 0.17%
6,866
+155
69
$807K 0.15%
3,475
+405
70
$757K 0.14%
9,900
+255
71
$756K 0.14%
8,997
-771
72
$752K 0.14%
11,005
+4,930
73
$742K 0.14%
7,630
+40
74
$740K 0.14%
25,680
-2,565
75
$712K 0.13%
7,750
+1,570
1 2
3
4 5