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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.19%
27,448
-600
52
$1.18M 0.19%
19,895
+1,534
53
$1.16M 0.18%
10,601
+100
54
$1.13M 0.18%
3,919
-141
55
$1.1M 0.17%
7,077
56
$1.1M 0.17%
6,862
-729
57
$1.09M 0.17%
13,446
-1,743
58
$1.06M 0.17%
6,040
+160
59
$1.04M 0.16%
12,395
+170
60
$1.02M 0.16%
10,066
+520
61
$1.01M 0.16%
12,361
+205
62
$1M 0.16%
11,853
+677
63
$967K 0.15%
7,890
-175
64
$946K 0.15%
5,062
-120
65
$940K 0.15%
8,471
-78
66
$932K 0.15%
2,444
67
$874K 0.14%
8,101
68
$873K 0.14%
18,066
-963
69
$869K 0.14%
4,951
-30
70
$852K 0.13%
5,397
+150
71
$786K 0.12%
14,877
-3,138
72
$772K 0.12%
4,562
-171
73
$759K 0.12%
29,325
+1,665
74
$743K 0.12%
19,170
-250
75
$734K 0.12%
18,370
+1,590
1 2
3
4 5