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
$535M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.66M
3 +$1.21M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1 +$604K
2 +$447K
3 +$439K
4
IBB icon
iShares Biotechnology ETF
IBB
+$371K
5
MNST icon
Monster Beverage
MNST
+$293K

Sector Composition

1 Energy 3.58%
2 Industrials 3.1%
3 Healthcare 2.39%
4 Consumer Staples 1.94%
5 Technology 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$312K 0.06%
+3,990
102
$309K 0.06%
4,992
103
$303K 0.06%
6,120
+990
104
$292K 0.05%
2,935
105
$287K 0.05%
7,610
+1,070
106
$275K 0.05%
3,485
+330
107
$267K 0.05%
4,076
+535
108
$267K 0.05%
2,850
+245
109
$265K 0.05%
14,045
+3,550
110
$264K 0.05%
5,460
-3,045
111
$262K 0.05%
1,269
112
$248K 0.05%
7,519
113
$237K 0.04%
4,254
+60
114
$237K 0.04%
4,445
115
$225K 0.04%
5,060
-3,580
116
$220K 0.04%
2,650
+620
117
$218K 0.04%
+3,350
118
$207K 0.04%
3,425
+275
119
$200K 0.04%
4,100
+50
120
$196K 0.04%
4,027
+48
121
$190K 0.04%
2,452
-215
122
$188K 0.04%
3,430
123
$165K 0.03%
3,275
124
$165K 0.03%
1,215
125
$165K 0.03%
7,980