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
$611M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$2.23M
3 +$1.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.1M

Top Sells

1 +$1.74M
2 +$1.25M
3 +$1.16M
4
MPC icon
Marathon Petroleum
MPC
+$652K
5
INTC icon
Intel
INTC
+$571K

Sector Composition

1 Industrials 2.36%
2 Technology 1.88%
3 Healthcare 1.86%
4 Financials 1.71%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$566K 0.09%
7,934
-649
77
$565K 0.09%
4,037
+95
78
$560K 0.09%
5,985
-2,690
79
$554K 0.09%
27,624
-24,679
80
$539K 0.09%
5,120
-1,294
81
$539K 0.09%
4,860
82
$526K 0.09%
4,260
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83
$520K 0.09%
2,047
84
$491K 0.08%
16,604
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85
$480K 0.08%
2,670
-585
86
$474K 0.08%
17,142
-1,690
87
$469K 0.08%
3,052
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88
$462K 0.08%
5,155
-2,515
89
$450K 0.07%
5,324
90
$442K 0.07%
4,841
91
$440K 0.07%
7,842
92
$416K 0.07%
28,980
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93
$415K 0.07%
15,610
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94
$403K 0.07%
11,670
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95
$388K 0.06%
2,114
96
$372K 0.06%
5,835
-458
97
$361K 0.06%
3,012
-99
98
$353K 0.06%
7,300
-500
99
$351K 0.06%
1,396
100
$347K 0.06%
6,471