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
$529M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$3.52M
3
+$2.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$720K

Top Sells

1
+$11.8M
2
+$6.38M
3
+$3.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$844K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K

Sector Composition

1 Industrials 2.8%
2 Healthcare 2.47%
3 Energy 2.22%
4 Consumer Staples 2.19%
5 Technology 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.13%
24,858
-3,330
77
$628K 0.12%
2,765
+705
78
$625K 0.12%
11,327
-750
79
$590K 0.11%
4,775
-675
80
$584K 0.11%
6,095
-780
81
$570K 0.11%
11,820
+3,225
82
$562K 0.11%
16,105
83
$554K 0.1%
7,470
84
$546K 0.1%
13,341
-539
85
$534K 0.1%
4,309
+7
86
$495K 0.09%
15,160
-1,211
87
$486K 0.09%
4,157
88
$477K 0.09%
5,855
+95
89
$468K 0.09%
12,330
-245
90
$467K 0.09%
8,380
-610
91
$466K 0.09%
6,144
-340
92
$425K 0.08%
8,385
-320
93
$422K 0.08%
3,310
+280
94
$404K 0.08%
5,793
-95
95
$380K 0.07%
4,375
96
$361K 0.07%
4,330
-253
97
$357K 0.07%
4,576
+235
98
$355K 0.07%
8,252
-178
99
$345K 0.07%
2,385
100
$342K 0.06%
2,268
-80
2 3
4
5 6