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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.23M
3
+$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1
+$1.74M
2
+$1.25M
3
+$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.19%
12,364
-2,190
52
$1.17M 0.19%
6,558
-2,112
53
$1.15M 0.19%
30,584
-560
54
$1.15M 0.19%
14,880
-2,025
55
$1.14M 0.19%
6,772
-2,170
56
$1.11M 0.18%
8,217
-2,350
57
$1.1M 0.18%
39,467
-8,475
58
$1.06M 0.17%
9,505
-1,918
59
$1.06M 0.17%
14,466
-355
60
$1.04M 0.17%
12,955
61
$946K 0.15%
8,770
-2,490
62
$895K 0.15%
17,265
-1,245
63
$893K 0.15%
9,057
-315
64
$883K 0.14%
8,360
+44
65
$880K 0.14%
7,750
+7
66
$824K 0.13%
23,970
67
$737K 0.12%
8,105
-492
68
$721K 0.12%
5,455
-180
69
$717K 0.12%
11,565
+330
70
$692K 0.11%
12,819
-300
71
$691K 0.11%
5,871
+350
72
$649K 0.11%
33,840
-6,745
73
$645K 0.11%
4,227
+4
74
$620K 0.1%
3,959
-286
75
$584K 0.1%
10,827
1 2
3
4 5