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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.23%
45,895
-5,575
52
$1.3M 0.23%
14,810
-610
53
$1.29M 0.23%
8,300
-480
54
$1.27M 0.22%
50,097
-1,004
55
$1.26M 0.22%
6,728
-131
56
$1.22M 0.21%
10,750
-23
57
$1.22M 0.21%
10,913
+635
58
$1.19M 0.21%
40,147
+1,185
59
$1.16M 0.2%
7,866
+1,000
60
$1.12M 0.2%
16,475
+120
61
$1.11M 0.19%
28,118
-810
62
$1.06M 0.19%
26,862
-365
63
$1.06M 0.19%
31,344
-620
64
$1.05M 0.18%
35,443
-518
65
$1.03M 0.18%
12,955
66
$1.01M 0.18%
14,303
-740
67
$922K 0.16%
8,043
-3,129
68
$892K 0.16%
10,515
+615
69
$854K 0.15%
12,880
+1,875
70
$848K 0.15%
3,644
+169
71
$795K 0.14%
25,530
-150
72
$788K 0.14%
8,025
+275
73
$781K 0.14%
7,659
+29
74
$779K 0.14%
8,672
-325
75
$731K 0.13%
5,556
-360
1 2
3
4 5