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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.17%
7,077
+171
52
$1.05M 0.17%
12,415
-1,735
53
$1.03M 0.17%
9,129
+233
54
$1.03M 0.17%
9,664
+155
55
$1.01M 0.16%
4,935
-152
56
$1M 0.16%
5,545
+30
57
$993K 0.16%
6,872
-1,331
58
$991K 0.16%
5,823
+55
59
$924K 0.15%
8,265
-75
60
$904K 0.15%
7,997
-475
61
$891K 0.14%
2,396
-270
62
$885K 0.14%
11,320
-1,135
63
$858K 0.14%
4,576
-150
64
$854K 0.14%
7,304
-167
65
$846K 0.14%
13,580
+865
66
$804K 0.13%
9,137
-1,182
67
$788K 0.13%
19,420
-175
68
$774K 0.12%
5,302
+340
69
$742K 0.12%
14,328
+9,138
70
$735K 0.12%
10,029
+80
71
$733K 0.12%
12,180
+720
72
$710K 0.11%
3,792
73
$678K 0.11%
5,695
-1,905
74
$603K 0.1%
2,815
+4
75
$581K 0.09%
20,821
-5,446
1 2
3
4 5