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
$623M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.23M
3
+$1.22M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$953K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$473K

Top Sells

1
+$3.85M
2
+$2.75M
3
+$1.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$796K
5
MBB icon
iShares MBS ETF
MBB
+$614K

Sector Composition

1 Industrials 2.11%
2 Technology 1.99%
3 Healthcare 1.8%
4 Financials 1.53%
5 Energy 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$572K 0.09%
24,690
+2,370
77
$564K 0.09%
5,261
+1,452
78
$558K 0.09%
11,535
+610
79
$547K 0.09%
4,949
-2,412
80
$538K 0.09%
3,327
-245
81
$529K 0.08%
9,812
-730
82
$510K 0.08%
6,139
+815
83
$507K 0.08%
1,745
+1
84
$504K 0.08%
17,324
+2,362
85
$501K 0.08%
8,242
86
$489K 0.08%
4,991
87
$483K 0.08%
7,494
-490
88
$478K 0.08%
1,338
-306
89
$473K 0.08%
7,622
+1,015
90
$456K 0.07%
4,225
+680
91
$432K 0.07%
10,328
+1,486
92
$404K 0.06%
7,620
93
$401K 0.06%
15,797
-304
94
$400K 0.06%
4,805
-347
95
$392K 0.06%
13,436
-1,892
96
$389K 0.06%
11,670
97
$374K 0.06%
7,088
+913
98
$359K 0.06%
4,898
-42
99
$354K 0.06%
2,119
-105
100
$329K 0.05%
3,460
+50
2 3
4
5 6