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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.19%
11,120
-50
52
$1.28M 0.18%
20,939
+92
53
$1.28M 0.18%
9,026
+59
54
$1.25M 0.17%
12,389
-70
55
$1.25M 0.17%
12,188
+151
56
$1.25M 0.17%
5,925
-190
57
$1.22M 0.17%
5,595
-1,899
58
$1.2M 0.17%
8,746
+104
59
$1.16M 0.16%
17,360
+1,280
60
$1.13M 0.16%
14,791
-4,088
61
$1.11M 0.15%
3,684
-85
62
$1.07M 0.15%
11,437
-293
63
$1.03M 0.14%
14,951
-2,667
64
$1.03M 0.14%
22,810
-374
65
$1.02M 0.14%
5,711
-70
66
$1.02M 0.14%
5,890
-450
67
$993K 0.14%
7,974
-2,587
68
$969K 0.13%
4,994
-65
69
$962K 0.13%
4,746
-45
70
$940K 0.13%
4,251
+175
71
$900K 0.12%
7,609
+246
72
$883K 0.12%
30,225
-1,185
73
$881K 0.12%
10,302
-4
74
$881K 0.12%
10,876
-380
75
$810K 0.11%
18,770
-325
1 2
3
4 5