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
$634M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$2.32M
3
+$776K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$773K
5
MDT icon
Medtronic
MDT
+$204K

Top Sells

1
+$1.47M
2
+$927K
3
+$908K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$565K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$507K

Sector Composition

1 Technology 1.9%
2 Industrials 1.88%
3 Healthcare 1.53%
4 Financials 1.35%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$732K 0.12%
10,024
+1,720
77
$683K 0.11%
3,801
78
$682K 0.11%
10,214
+320
79
$609K 0.1%
7,505
-597
80
$594K 0.09%
10,100
81
$593K 0.09%
5,595
+277
82
$535K 0.08%
3,965
-104
83
$535K 0.08%
9,542
-270
84
$532K 0.08%
2,650
85
$516K 0.08%
6,139
86
$514K 0.08%
13,075
+985
87
$498K 0.08%
5,011
88
$496K 0.08%
20,172
+1,090
89
$488K 0.08%
4,686
-28
90
$487K 0.08%
8,242
-150
91
$469K 0.07%
1,659
+1
92
$457K 0.07%
6,146
+98
93
$444K 0.07%
4,662
+1,045
94
$440K 0.07%
8,340
-200
95
$431K 0.07%
10,697
96
$420K 0.07%
7,346
-148
97
$403K 0.06%
4,480
-50
98
$378K 0.06%
3,343
99
$367K 0.06%
13,436
100
$351K 0.06%
2,836
2 3
4
5 6