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
$520M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$5.53M
3
+$3.96M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.47M

Top Sells

1
+$11.5M
2
+$3.77M
3
+$2.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.41M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M

Sector Composition

1 Industrials 2.74%
2 Healthcare 2.35%
3 Technology 2.23%
4 Consumer Staples 2.18%
5 Energy 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.13%
5,450
77
$656K 0.13%
7,525
+22
78
$641K 0.12%
12,077
-240
79
$627K 0.12%
28,188
-4,770
80
$586K 0.11%
12,575
+1,025
81
$571K 0.11%
7,470
-630
82
$568K 0.11%
13,880
+1,555
83
$552K 0.11%
16,105
-7,145
84
$512K 0.1%
4,302
+4
85
$484K 0.09%
5,888
-635
86
$481K 0.09%
+2,060
87
$474K 0.09%
4,157
-3,285
88
$445K 0.09%
6,484
-465
89
$439K 0.08%
8,990
+5,590
90
$428K 0.08%
16,371
+1,251
91
$428K 0.08%
8,595
+85
92
$413K 0.08%
10,960
+840
93
$412K 0.08%
5,760
+4,155
94
$407K 0.08%
8,705
-125
95
$386K 0.07%
4,583
-435
96
$382K 0.07%
3,030
-100
97
$358K 0.07%
2,348
-191
98
$357K 0.07%
8,430
-350
99
$347K 0.07%
8,850
-75
100
$338K 0.07%
2,385
2 3
4
5 6