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
$591M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.95M
3
+$1.42M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.16M

Top Sells

1
+$1.16M
2
+$764K
3
+$557K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$557K
5
M icon
Macy's
M
+$503K

Sector Composition

1 Industrials 2.7%
2 Healthcare 2.23%
3 Technology 2.15%
4 Financials 2.13%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$650K 0.11%
11,235
77
$650K 0.11%
4,245
78
$615K 0.1%
4,223
-110
79
$602K 0.1%
6,414
-314
80
$595K 0.1%
10,827
-55
81
$591K 0.1%
4,785
-45
82
$590K 0.1%
7,670
+775
83
$588K 0.1%
3,255
-389
84
$571K 0.1%
8,583
-350
85
$554K 0.09%
16,105
86
$535K 0.09%
4,860
87
$533K 0.09%
3,942
-340
88
$489K 0.08%
22,245
-52,860
89
$478K 0.08%
+2,907
90
$468K 0.08%
18,832
-420
91
$465K 0.08%
16,328
+1,005
92
$450K 0.08%
5,324
93
$430K 0.07%
4,841
+851
94
$422K 0.07%
7,842
95
$407K 0.07%
+27,930
96
$405K 0.07%
2,047
97
$401K 0.07%
5,670
-10,805
98
$368K 0.06%
3,111
+1
99
$359K 0.06%
7,800
+680
100
$358K 0.06%
2,114
2 3
4
5 6