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
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.23%
14,554
-256
52
$1.32M 0.22%
11,423
+510
53
$1.31M 0.22%
10,567
-675
54
$1.27M 0.22%
10,682
-68
55
$1.25M 0.21%
47,942
-2,155
56
$1.22M 0.21%
52,303
-6,400
57
$1.21M 0.21%
6,128
-600
58
$1.16M 0.2%
28,118
59
$1.14M 0.19%
16,905
+4,025
60
$1.14M 0.19%
14,821
+518
61
$1.09M 0.18%
+18,510
62
$1.09M 0.18%
31,144
-200
63
$1.08M 0.18%
11,260
+745
64
$1.04M 0.18%
12,955
65
$996K 0.17%
9,372
+8,236
66
$964K 0.16%
8,675
+650
67
$878K 0.15%
7,743
-300
68
$855K 0.14%
8,316
+657
69
$797K 0.13%
23,970
-1,560
70
$778K 0.13%
40,585
+15,095
71
$749K 0.13%
8,597
-75
72
$740K 0.13%
28,860
-17,035
73
$713K 0.12%
5,521
-35
74
$686K 0.12%
5,635
-55
75
$660K 0.11%
13,119
+2,035
1 2
3
4 5