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
$909M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.42M
3
+$2.72M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$780K

Top Sells

1
+$5.1M
2
+$3.38M
3
+$2.99M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M

Sector Composition

1 Technology 2.54%
2 Industrials 1.72%
3 Healthcare 1.55%
4 Consumer Discretionary 1.43%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$988K 0.11%
14,416
+2,460
77
$948K 0.1%
11,790
+387
78
$918K 0.1%
7,717
+71
79
$896K 0.1%
14,445
+1,383
80
$888K 0.1%
17,193
-161
81
$851K 0.09%
5,589
-450
82
$849K 0.09%
8,590
-3,282
83
$843K 0.09%
17,145
84
$830K 0.09%
7,762
-1,620
85
$800K 0.09%
6,710
+462
86
$792K 0.09%
4,937
+410
87
$790K 0.09%
10,639
-3,553
88
$752K 0.08%
3,513
-45
89
$720K 0.08%
4,204
+764
90
$716K 0.08%
3,045
+150
91
$696K 0.08%
53,320
+9,120
92
$674K 0.07%
4,901
+1,002
93
$674K 0.07%
10,799
+1,181
94
$673K 0.07%
2,874
95
$648K 0.07%
20,403
+1,858
96
$646K 0.07%
4,340
97
$636K 0.07%
9,433
-295
98
$621K 0.07%
3,188
-147
99
$589K 0.06%
4,369
+1,334
100
$587K 0.06%
8,204
-1,840
2 3
4
5 6