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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.18%
28,219
-520
52
$1.86M 0.18%
17,775
+14
53
$1.84M 0.18%
5,766
-274
54
$1.81M 0.18%
6,314
+85
55
$1.77M 0.17%
28,093
+65
56
$1.69M 0.16%
10,296
-237
57
$1.68M 0.16%
29,469
+732
58
$1.66M 0.16%
11,224
+171
59
$1.64M 0.16%
43,305
-1,035
60
$1.52M 0.15%
4,299
-390
61
$1.5M 0.15%
16,406
-288
62
$1.49M 0.14%
4,201
-401
63
$1.49M 0.14%
3,927
-55
64
$1.47M 0.14%
6,018
-52
65
$1.43M 0.14%
25,474
-1,037
66
$1.4M 0.14%
5,042
-285
67
$1.3M 0.13%
19,860
+9
68
$1.28M 0.12%
3,360
-64
69
$1.2M 0.12%
5,375
+239
70
$1.18M 0.11%
58,840
+2,920
71
$1.17M 0.11%
6,027
+56
72
$1.16M 0.11%
19,598
+250
73
$1.14M 0.11%
8,451
+36
74
$1.14M 0.11%
7,438
-1,634
75
$1.13M 0.11%
14,118
+1,022
1 2
3
4 5