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
$540M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$499K
3
+$492K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$470K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$386K

Top Sells

1
+$2.29M
2
+$2.03M
3
+$1.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.19M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$393K

Sector Composition

1 Industrials 2.88%
2 Financials 2.4%
3 Technology 2.36%
4 Energy 2.33%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.13%
6,367
-530
77
$675K 0.12%
5,916
-300
78
$668K 0.12%
13,530
+1,145
79
$589K 0.11%
11,820
80
$576K 0.11%
4,327
+12
81
$563K 0.1%
10,882
82
$546K 0.1%
16,105
83
$540K 0.1%
4,435
-800
84
$538K 0.1%
4,325
+168
85
$526K 0.1%
9,499
+1,719
86
$525K 0.1%
6,728
-542
87
$492K 0.09%
15,304
-138
88
$462K 0.09%
6,325
+1,175
89
$456K 0.08%
9,633
-3,771
90
$454K 0.08%
20,482
-3,836
91
$441K 0.08%
21,295
+9,685
92
$436K 0.08%
5,436
+860
93
$399K 0.07%
6,280
-1,855
94
$398K 0.07%
7,842
95
$386K 0.07%
+3,570
96
$352K 0.07%
5,114
-395
97
$348K 0.06%
6,770
+600
98
$345K 0.06%
8,978
-630
99
$345K 0.06%
2,114
-166
100
$343K 0.06%
2,268
2 3
4
5 6