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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.17%
5,865
-108
52
$1.51M 0.17%
12,710
-663
53
$1.51M 0.17%
5,516
+431
54
$1.49M 0.16%
4,737
+1,316
55
$1.48M 0.16%
25,138
+1,562
56
$1.48M 0.16%
5,882
+309
57
$1.42M 0.16%
16,783
+1,290
58
$1.42M 0.16%
5,288
+1,541
59
$1.41M 0.16%
5,582
+1,989
60
$1.41M 0.16%
3,982
61
$1.41M 0.15%
10,563
62
$1.39M 0.15%
26,531
+1,203
63
$1.35M 0.15%
5,927
+77
64
$1.32M 0.15%
5,708
+1,172
65
$1.28M 0.14%
4,769
-120
66
$1.25M 0.14%
8,858
-3,455
67
$1.18M 0.13%
39,225
+5,400
68
$1.14M 0.12%
6,914
-63
69
$1.13M 0.12%
20,999
-3,173
70
$1.13M 0.12%
8,107
+8
71
$1.12M 0.12%
4,718
-70
72
$1.1M 0.12%
3,424
-24
73
$1.05M 0.12%
25,573
+4,209
74
$1.04M 0.11%
21,534
-980
75
$993K 0.11%
18,073
-200
1 2
3
4 5