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
$572M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$5.27M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.46M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$871K

Top Sells

1
+$922K
2
+$826K
3
+$558K
4
STJ
St Jude Medical
STJ
+$436K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$378K

Sector Composition

1 Industrials 2.81%
2 Technology 2.35%
3 Financials 2.23%
4 Healthcare 2.2%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.11%
5,690
-677
77
$610K 0.11%
4,333
+6
78
$608K 0.11%
11,235
-585
79
$598K 0.1%
6,728
80
$594K 0.1%
10,882
81
$594K 0.1%
4,830
-3,075
82
$584K 0.1%
14,680
+1,150
83
$575K 0.1%
11,084
+1,585
84
$562K 0.1%
4,282
-43
85
$555K 0.1%
6,895
+570
86
$554K 0.1%
25,490
+4,195
87
$550K 0.1%
16,105
88
$550K 0.1%
4,245
-190
89
$529K 0.09%
4,860
+1,290
90
$526K 0.09%
8,933
-700
91
$481K 0.08%
15,323
+19
92
$450K 0.08%
+5,324
93
$444K 0.08%
19,252
-1,230
94
$408K 0.07%
7,842
95
$376K 0.07%
8,438
-540
96
$362K 0.06%
2,047
97
$352K 0.06%
3,110
+201
98
$352K 0.06%
3,990
99
$352K 0.06%
4,375
100
$352K 0.06%
2,114
2 3
4
5 6