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
$722M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$745K
3
+$341K
4
EPC icon
Edgewell Personal Care
EPC
+$302K
5
VTV icon
Vanguard Value ETF
VTV
+$202K

Top Sells

1
+$4.26M
2
+$1.65M
3
+$1.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$695K

Sector Composition

1 Technology 2.41%
2 Industrials 1.72%
3 Financials 1.56%
4 Healthcare 1.51%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$803K 0.11%
4,555
-150
77
$797K 0.11%
17,771
-9,480
78
$794K 0.11%
16,540
+865
79
$793K 0.11%
14,736
-706
80
$778K 0.11%
3,915
+63
81
$752K 0.1%
4,128
+869
82
$742K 0.1%
11,560
+2,511
83
$739K 0.1%
2,443
+99
84
$737K 0.1%
5,746
-119
85
$693K 0.1%
7,352
-228
86
$666K 0.09%
3,133
+271
87
$621K 0.09%
3,024
+279
88
$614K 0.09%
9,752
-60
89
$612K 0.08%
7,232
+123
90
$606K 0.08%
5,050
+458
91
$598K 0.08%
6,796
+215
92
$586K 0.08%
5,447
+300
93
$576K 0.08%
1,789
-70
94
$572K 0.08%
10,667
-105
95
$567K 0.08%
5,093
+148
96
$558K 0.08%
8,707
+705
97
$558K 0.08%
6,100
+1,180
98
$546K 0.08%
7,922
-320
99
$531K 0.07%
6,016
-611
100
$529K 0.07%
18,184
+1,539
2 3
4
5 6