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
$1.03B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.11M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$960K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$602K

Top Sells

1
+$2.69M
2
+$1.84M
3
+$1.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M
5
VV icon
Vanguard Large-Cap ETF
VV
+$754K

Sector Composition

1 Technology 2.54%
2 Industrials 1.76%
3 Financials 1.54%
4 Healthcare 1.52%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.11%
4,197
-370
77
$1.09M 0.11%
7,768
+28
78
$1.08M 0.1%
6,962
-682
79
$1.04M 0.1%
5,407
-689
80
$1.02M 0.1%
4,212
-95
81
$1M 0.1%
7,619
+332
82
$970K 0.09%
17,594
-353
83
$915K 0.09%
16,770
84
$901K 0.09%
23,515
+724
85
$891K 0.09%
15,349
+891
86
$861K 0.08%
5,879
+221
87
$861K 0.08%
3,593
+110
88
$840K 0.08%
2,881
-18
89
$840K 0.08%
12,572
-1,077
90
$838K 0.08%
14,369
-2,405
91
$795K 0.08%
8,258
-195
92
$788K 0.08%
4,539
+3,428
93
$780K 0.08%
5,043
-726
94
$772K 0.08%
5,917
+777
95
$751K 0.07%
13,949
-1,460
96
$747K 0.07%
3,966
-234
97
$737K 0.07%
5,511
-16
98
$732K 0.07%
5,120
-301
99
$731K 0.07%
3,225
-18
100
$731K 0.07%
5,512
+4
2 3
4
5 6